Summit Trail Advisors’s MillerKnoll MLKN Stock Holding History

Summit Trail Advisors’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
2018 Q1	–	Sell	-234	Closed	-$10K	–	1188
2017 Q4	$10K	Buy	+234	New	+$8.21K	﹤0.01%	1226

Other funds holding MLKN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Summit Trail Advisors's MLKN Position: Q1 2018 in Review

Summit Trail Advisors sold out of MillerKnoll (MLKN) in Q1 2018, closing a stake of 234 shares — an estimated $10K sold.

Summit Trail Advisors first reported a position in MLKN in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 243 funds tracked by Wall St. Rank hold MLKN as of Q1 2018.

Summit Trail Advisors reported no remaining MillerKnoll position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 234 MillerKnoll shares in Q1 2018, an estimated $10K.
Summit Trail Advisors first reported a position in MillerKnoll in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's MillerKnoll position peaked at $10K in Q4 2017.
243 funds tracked by Wall St. Rank held MillerKnoll as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.