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Sowell Financial Services’s MillerKnoll MLKN Stock Holding History

Sowell Financial Services’s Portfolio MLKN Stock Details MLKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-578
Closed -$25K – 1869
2021
Q1 		$25K Buy
578
+15
+3% +$574 ﹤0.01% 1959
2020
Q4 		$19K Buy
563
+300
+114% +$10.4K ﹤0.01% 1768
2020
Q3 		$8K Buy
+263
New +$6.51K ﹤0.01% 1874

Other funds holding MLKN

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Sowell Financial Services's MLKN Position: Q2 2021 in Review

Sowell Financial Services sold out of MillerKnoll (MLKN) in Q2 2021, closing a stake of 578 shares — an estimated $25K sold.

Sowell Financial Services first reported a position in MLKN in Q3 2020 and held it in 3 quarters. The position peaked at $25K in Q1 2021. 272 funds tracked by Wall St. Rank hold MLKN as of Q2 2021.

  • Sowell Financial Services reported no remaining MillerKnoll position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 578 MillerKnoll shares in Q2 2021, an estimated $25K.
  • Sowell Financial Services first reported a position in MillerKnoll in Q3 2020 and held it in 3 quarters.
  • Sowell Financial Services's MillerKnoll position peaked at $25K in Q1 2021.
  • 272 funds tracked by Wall St. Rank held MillerKnoll as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.