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UBS’s HNI Corp HNI Stock Holding History

UBS’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
2014
Q3 		$496K Buy
13,759
+398
+3% +$15K ﹤0.01% 4285
2014
Q2 		$522K Buy
13,361
+976
+8% +$35.7K ﹤0.01% 4184
2014
Q1 		$453K Sell
12,385
-13,642
-52% -$487K ﹤0.01% 4340
2013
Q4 		$1.01M Buy
26,027
+5,040
+24% +$192K ﹤0.01% 3529
2013
Q3 		$759K Buy
20,987
+7,093
+51% +$262K ﹤0.01% 3663
2013
Q2 		$501K Buy
+13,894
New +$487K ﹤0.01% 4102

Other funds holding HNI

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

UBS's HNI Position: Q3 2014 in Review

UBS increased its HNI Corp (HNI) stake by 3% in Q3 2014, buying an estimated $15K and bringing the position to 13,759 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #4285.

UBS first reported a position in HNI in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.01M in Q4 2013. 137 funds tracked by Wall St. Rank hold HNI as of Q3 2014.

  • UBS held 13,759 shares of HNI Corp worth $496K as of Q3 2014.
  • UBS bought 398 HNI Corp shares in Q3 2014, an estimated $15K.
  • HNI Corp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4285 holding.
  • UBS first reported a position in HNI Corp in Q2 2013 and has held it in 6 quarters since.
  • UBS's HNI Corp position peaked at $1.01M in Q4 2013.
  • 137 funds tracked by Wall St. Rank held HNI Corp as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.