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Unison Advisors’s HNI Corp HNI Stock Holding History

Unison Advisors’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
2024
Q3 		– Sell
-7,152
Closed -$322K – 187
2024
Q2 		$322K Buy
7,152
+53
+0.7% +$2.34K 0.04% 164
2024
Q1 		$320K Buy
7,099
+54
+0.8% +$2.29K 0.03% 166
2023
Q4 		$295K Buy
7,045
+62
+0.9% +$2.36K 0.03% 170
2023
Q3 		$242K Buy
+6,983
New +$215K 0.03% 172

Other funds holding HNI

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Unison Advisors's HNI Position: Q3 2024 in Review

Unison Advisors sold out of HNI Corp (HNI) in Q3 2024, closing a stake of 7,152 shares — an estimated $322K sold.

Unison Advisors first reported a position in HNI in Q3 2023 and held it in 4 quarters. The position peaked at $322K in Q2 2024. 240 funds tracked by Wall St. Rank hold HNI as of Q3 2024.

  • Unison Advisors reported no remaining HNI Corp position as of Q3 2024 after selling out during the quarter.
  • Unison Advisors sold 7,152 HNI Corp shares in Q3 2024, an estimated $322K.
  • Unison Advisors first reported a position in HNI Corp in Q3 2023 and held it in 4 quarters.
  • Unison Advisors's HNI Corp position peaked at $322K in Q2 2024.
  • 240 funds tracked by Wall St. Rank held HNI Corp as of Q3 2024.

Based on Unison Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.