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Squar Milner Financial Services’s MillerKnoll MLKN Stock Holding History

Squar Milner 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
2020
Q1 		– Sell
-64
Closed -$2K – 835
2019
Q4 		$2K Buy
+64
New +$2.96K ﹤0.01% 749
2019
Q3 		– Sell
-47
Closed -$2K – 520
2019
Q2 		$2K Buy
+47
New +$1.78K ﹤0.01% 742

Other funds holding MLKN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squar Milner Financial Services's MLKN Position: Q1 2020 in Review

Squar Milner Financial Services sold out of MillerKnoll (MLKN) in Q1 2020, closing a stake of 64 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in MLKN in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 260 funds tracked by Wall St. Rank hold MLKN as of Q1 2020.

  • Squar Milner Financial Services reported no remaining MillerKnoll position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 64 MillerKnoll shares in Q1 2020, an estimated $2K.
  • Squar Milner Financial Services first reported a position in MillerKnoll in Q2 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's MillerKnoll position peaked at $2K in Q4 2019.
  • 260 funds tracked by Wall St. Rank held MillerKnoll as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.