Toth Financial Advisory’s HNI Corp HNI Stock Holding History

Toth Financial Advisory’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
2021 Q4	–	Sell	-200	Closed	-$7K	–	787
2021 Q3	$7K	Sell	200 -18,800	-99%	-$728K	﹤0.01%	523
2021 Q2	$835K	Buy	19,000 +7,800	+70%	+$338K	0.13%	120
2021 Q1	$443K	Buy	11,200 +11,000	+5,500%	+$403K	0.07%	170
2020 Q4	$7K	Hold	200	–	–	﹤0.01%	437
2020 Q3	$6K	Hold	200	–	–	﹤0.01%	415
2020 Q2	$6K	Hold	200	–	–	﹤0.01%	395
2020 Q1	$5K	Hold	200	–	–	﹤0.01%	326
2019 Q4	$7K	Hold	200	–	–	﹤0.01%	334
2019 Q3	$7K	Hold	200	–	–	﹤0.01%	339
2019 Q2	$7K	Hold	200	–	–	﹤0.01%	340
2019 Q1	$7K	Hold	200	–	–	﹤0.01%	318
2018 Q4	$7K	Hold	200	–	–	﹤0.01%	301
2018 Q3	$9K	Hold	200	–	–	﹤0.01%	318
2018 Q2	$7K	Hold	200	–	–	﹤0.01%	334
2018 Q1	$7K	Hold	200	–	–	﹤0.01%	338
2017 Q4	$8K	Buy	+200	New	+$7.32K	﹤0.01%	331

Other funds holding HNI

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Toth Financial Advisory's HNI Position: Q4 2021 in Review

Toth Financial Advisory sold out of HNI Corp (HNI) in Q4 2021, closing a stake of 200 shares — an estimated $7K sold.

Toth Financial Advisory first reported a position in HNI in Q4 2017 and held it in 16 quarters. The position peaked at $835K in Q2 2021. 169 funds tracked by Wall St. Rank hold HNI as of Q4 2021.

Toth Financial Advisory reported no remaining HNI Corp position as of Q4 2021 after selling out during the quarter.
Toth Financial Advisory sold 200 HNI Corp shares in Q4 2021, an estimated $7K.
Toth Financial Advisory first reported a position in HNI Corp in Q4 2017 and held it in 16 quarters.
Toth Financial Advisory's HNI Corp position peaked at $835K in Q2 2021.
169 funds tracked by Wall St. Rank held HNI Corp as of Q4 2021.

Based on Toth Financial Advisory's 13F filing for Q4 2021, filed 31 Jan 2022.