United Capital Financial Advisors’s HNI Corp HNI Stock Holding History

United Capital Financial 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
2022 Q3	–	Sell	-6,506	Closed	-$226K	–	1111
2022 Q2	$226K	Buy	6,506 +11	+0.2%	+$400	﹤0.01%	1022
2022 Q1	$241K	Hold	6,495	–	–	﹤0.01%	1066
2021 Q4	$273K	Buy	6,495 +10	+0.2%	+$401	﹤0.01%	1057
2021 Q3	$238K	Hold	6,485	–	–	﹤0.01%	1088
2021 Q2	$285K	Hold	6,485	–	–	﹤0.01%	1038
2021 Q1	$257K	Hold	6,485	–	–	﹤0.01%	1030
2020 Q4	$223K	Sell	6,485 -1	-0%	-$36	﹤0.01%	1097
2020 Q3	$204K	Buy	+6,486	New	+$200K	﹤0.01%	1070
2020 Q1	–	Sell	-6,485	Closed	-$243K	–	1274
2019 Q4	$243K	Hold	6,485	–	–	﹤0.01%	1228
2019 Q3	$230K	Sell	6,485 -15	-0.2%	-$498	﹤0.01%	1150
2019 Q2	$230K	Buy	+6,500	New	+$234K	﹤0.01%	1324

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

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

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

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

United Capital Financial Advisors's HNI Position: Q3 2022 in Review

United Capital Financial Advisors sold out of HNI Corp (HNI) in Q3 2022, closing a stake of 6,506 shares — an estimated $226K sold.

United Capital Financial Advisors first reported a position in HNI in Q2 2019 and held it in 11 quarters. The position peaked at $285K in Q2 2021. 165 funds tracked by Wall St. Rank hold HNI as of Q3 2022.

United Capital Financial Advisors reported no remaining HNI Corp position as of Q3 2022 after selling out during the quarter.
United Capital Financial Advisors sold 6,506 HNI Corp shares in Q3 2022, an estimated $226K.
United Capital Financial Advisors first reported a position in HNI Corp in Q2 2019 and held it in 11 quarters.
United Capital Financial Advisors's HNI Corp position peaked at $285K in Q2 2021.
165 funds tracked by Wall St. Rank held HNI Corp as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.