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SummerHaven Investment Management’s HNI Corp HNI Stock Holding History

SummerHaven Investment Management’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
2024
Q3 		– Sell
-27,150
Closed -$1.22M – 234
2024
Q2 		$1.22M Buy
27,150
+338
+1% +$14.9K 0.8% 13
2024
Q1 		$1.21M Buy
26,812
+228
+0.9% +$9.67K 0.76% 13
2023
Q4 		$1.11M Buy
26,584
+266
+1% +$10.1K 0.71% 16
2023
Q3 		$911K Buy
26,318
+7,668
+41% +$236K 0.67% 14
2023
Q2 		$526K Sell
18,650
-4,557
-20% -$121K 0.33% 156
2023
Q1 		$646K Buy
23,207
+595
+3% +$17.7K 0.38% 158
2022
Q4 		$643K Buy
22,612
+386
+2% +$11K 0.38% 167
2022
Q3 		$589K Buy
22,226
+1,153
+5% +$38.2K 0.41% 178
2022
Q2 		$731K Hold
21,073
– – 0.49% 108
2022
Q1 		$781K Buy
21,073
+929
+5% +$37.5K 0.44% 126
2021
Q4 		$847K Hold
20,144
– – 0.46% 126
2021
Q3 		$740K Buy
20,144
+4,808
+31% +$186K 0.43% 169
2021
Q2 		$674K Buy
15,336
+378
+3% +$16.4K 0.38% 148
2021
Q1 		$592K Hold
14,958
– – 0.36% 166
2020
Q4 		$515K Buy
+14,958
New +$538K 0.4% 165

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SummerHaven Investment Management's HNI Position: Q3 2024 in Review

SummerHaven Investment Management sold out of HNI Corp (HNI) in Q3 2024, closing a stake of 27,150 shares — an estimated $1.22M sold.

SummerHaven Investment Management first reported a position in HNI in Q4 2020 and held it in 15 quarters. The position peaked at $1.22M in Q2 2024. 240 funds tracked by Wall St. Rank hold HNI as of Q3 2024.

  • SummerHaven Investment Management reported no remaining HNI Corp position as of Q3 2024 after selling out during the quarter.
  • SummerHaven Investment Management sold 27,150 HNI Corp shares in Q3 2024, an estimated $1.22M.
  • SummerHaven Investment Management first reported a position in HNI Corp in Q4 2020 and held it in 15 quarters.
  • SummerHaven Investment Management's HNI Corp position peaked at $1.22M in Q2 2024.
  • 240 funds tracked by Wall St. Rank held HNI Corp as of Q3 2024.

Based on SummerHaven Investment Management's 13F filing for Q3 2024, filed 16 Oct 2024.