Sutton Wealth Advisors’s MillerKnoll MLKN Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-1,466	Closed	-$30.8K	–	1257
2022 Q4	$30.8K	Buy	+1,466	New	+$29.3K	0.01%	546
2022 Q2	–	Sell	-17	Closed	-$515	–	1681
2022 Q1	$588	Buy	17 +6	+55%	+$221	﹤0.01%	1454
2021 Q4	$431	Buy	+11	New	+$428	﹤0.01%	1556

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

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

Sutton Wealth Advisors's MLKN Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of MillerKnoll (MLKN) in Q1 2023, closing a stake of 1,466 shares — an estimated $30.8K sold.

Sutton Wealth Advisors first reported a position in MLKN in Q4 2021 and held it in 3 quarters. The position peaked at $30.8K in Q4 2022. 217 funds tracked by Wall St. Rank hold MLKN as of Q1 2023.

Sutton Wealth Advisors reported no remaining MillerKnoll position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,466 MillerKnoll shares in Q1 2023, an estimated $30.8K.
Sutton Wealth Advisors first reported a position in MillerKnoll in Q4 2021 and held it in 3 quarters.
Sutton Wealth Advisors's MillerKnoll position peaked at $30.8K in Q4 2022.
217 funds tracked by Wall St. Rank held MillerKnoll as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.