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Summit Global Investments’s HNI Corp HNI Stock Holding History

Summit Global Investments’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
2025
Q1 		– Sell
-15,977
Closed -$805K – 499
2024
Q4 		$805K Sell
15,977
-9,285
-37% -$498K 0.05% 261
2024
Q3 		$1.36M Buy
25,262
+522
+2% +$26.5K 0.09% 188
2024
Q2 		$1.11M Buy
+24,740
New +$1.09M 0.08% 227

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Summit Global Investments's HNI Position: Q1 2025 in Review

Summit Global Investments sold out of HNI Corp (HNI) in Q1 2025, closing a stake of 15,977 shares — an estimated $805K sold.

Summit Global Investments first reported a position in HNI in Q2 2024 and held it in 3 quarters. The position peaked at $1.36M in Q3 2024. 250 funds tracked by Wall St. Rank hold HNI as of Q1 2025.

  • Summit Global Investments reported no remaining HNI Corp position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 15,977 HNI Corp shares in Q1 2025, an estimated $805K.
  • Summit Global Investments first reported a position in HNI Corp in Q2 2024 and held it in 3 quarters.
  • Summit Global Investments's HNI Corp position peaked at $1.36M in Q3 2024.
  • 250 funds tracked by Wall St. Rank held HNI Corp as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.