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Total Clarity Wealth Management’s MillerKnoll MLKN Stock Holding History

Total Clarity Wealth Management’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
Q4 		– Sell
-23,305
Closed -$570K – 246
2023
Q3 		$570K Sell
23,305
-2,680
-10% -$50.1K 0.27% 99
2023
Q2 		$384K Buy
25,985
+13,502
+108% +$216K 0.19% 129
2023
Q1 		$255K Sell
12,483
-2,131
-15% -$47.9K 0.14% 145
2022
Q4 		$307K Buy
14,614
+1,106
+8% +$22.1K 0.16% 153
2022
Q3 		$211K Buy
13,508
+323
+2% +$8.88K 0.13% 208
2022
Q2 		$346K Buy
13,185
+342
+3% +$10.4K 0.18% 137
2022
Q1 		$444K Buy
12,843
+5,770
+82% +$213K 0.24% 111
2021
Q4 		$277K Hold
7,073
– – 0.13% 171
2021
Q3 		$266K Buy
7,073
+1,040
+17% +$44.6K 0.13% 181
2021
Q2 		$284K Buy
6,033
+3,074
+104% +$139K 0.16% 165
2021
Q1 		$122K Buy
+2,959
New +$113K 0.07% 220

Other funds holding MLKN

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Total Clarity Wealth Management's MLKN Position: Q4 2023 in Review

Total Clarity Wealth Management sold out of MillerKnoll (MLKN) in Q4 2023, closing a stake of 23,305 shares — an estimated $570K sold.

Total Clarity Wealth Management first reported a position in MLKN in Q1 2021 and held it in 11 quarters. The position peaked at $570K in Q3 2023. 245 funds tracked by Wall St. Rank hold MLKN as of Q4 2023.

  • Total Clarity Wealth Management reported no remaining MillerKnoll position as of Q4 2023 after selling out during the quarter.
  • Total Clarity Wealth Management sold 23,305 MillerKnoll shares in Q4 2023, an estimated $570K.
  • Total Clarity Wealth Management first reported a position in MillerKnoll in Q1 2021 and held it in 11 quarters.
  • Total Clarity Wealth Management's MillerKnoll position peaked at $570K in Q3 2023.
  • 245 funds tracked by Wall St. Rank held MillerKnoll as of Q4 2023.

Based on Total Clarity Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.