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Steward Financial Group’s HNI Corp HNI Stock Holding History

Steward Financial Group’s Portfolio HNI Stock Details HNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$0 Buy
+4
New +$123 ﹤0.01% 1420
2022
Q3 		– Sell
-3
Closed – – 627
2022
Q2 		$0 Buy
+3
New +$109 ﹤0.01% 1143

Other funds holding HNI

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Steward Financial Group's HNI Position: Q3 2023 in Review

Steward Financial Group opened a new position in HNI Corp (HNI) in Q3 2023: 4 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1420 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in HNI as recently as Q2 2022.

Steward Financial Group first reported a position in HNI in Q2 2022 and has held it in 2 quarters since. 188 funds tracked by Wall St. Rank hold HNI as of Q3 2023.

  • Steward Financial Group held 4 shares of HNI Corp worth $0 as of Q3 2023.
  • HNI Corp was a new Steward Financial Group position in Q3 2023.
  • HNI Corp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1420 holding.
  • Steward Financial Group first reported a position in HNI Corp in Q2 2022 and has held it in 2 quarters since.
  • 188 funds tracked by Wall St. Rank held HNI Corp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.