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United Capital Financial Advisors’s MillerKnoll MLKN Stock Holding History

United Capital Financial Advisors’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
2024
Q2 		– Sell
-8,483
Closed -$210K – 1077
2024
Q1 		$210K Sell
8,483
-229
-3% -$6.45K ﹤0.01% 1007
2023
Q4 		$232K Buy
+8,712
New +$222K ﹤0.01% 957
2022
Q3 		– Sell
-8,702
Closed -$229K – 1128
2022
Q2 		$229K Buy
+8,702
New +$264K ﹤0.01% 1015
2021
Q3 		– Sell
-4,919
Closed -$232K – 1227
2021
Q2 		$232K Sell
4,919
-10
-0.2% -$453 ﹤0.01% 1110
2021
Q1 		$203K Buy
+4,929
New +$189K ﹤0.01% 1123
2020
Q1 		– Sell
-8,547
Closed -$356K – 1304
2019
Q4 		$356K Sell
8,547
-260
-3% -$12K ﹤0.01% 1082
2019
Q3 		$406K Buy
8,807
+3,258
+59% +$143K ﹤0.01% 1005
2019
Q2 		$248K Buy
+5,549
New +$210K ﹤0.01% 1287
2018
Q4 		– Sell
-5,202
Closed -$200K – 1345
2018
Q3 		$200K Buy
+5,202
New +$197K ﹤0.01% 1254
2018
Q1 		– Sell
-5,189
Closed -$206K – 1337
2017
Q4 		$206K Buy
+5,189
New +$182K ﹤0.01% 1235
2016
Q1 		– Sell
-7,334
Closed -$210K – 1247
2015
Q4 		$210K Sell
7,334
-487
-6% -$15K ﹤0.01% 1119
2015
Q3 		$226K Sell
7,821
-2,000
-20% -$56.3K ﹤0.01% 1128
2015
Q2 		$284K Sell
9,821
-1,081
-10% -$30.8K ﹤0.01% 1091
2015
Q1 		$299K Buy
10,902
+602
+6% +$17.6K ﹤0.01% 1072
2014
Q4 		$303K Buy
10,300
+2,602
+34% +$79.1K ﹤0.01% 957
2014
Q3 		$230K Buy
+7,698
New +$231K ﹤0.01% 1000

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Capital Financial Advisors's MLKN Position: Q2 2024 in Review

United Capital Financial Advisors sold out of MillerKnoll (MLKN) in Q2 2024, closing a stake of 8,483 shares — an estimated $210K sold.

United Capital Financial Advisors first reported a position in MLKN in Q3 2014 and held it in 16 quarters. The position peaked at $406K in Q3 2019. 242 funds tracked by Wall St. Rank hold MLKN as of Q2 2024.

  • United Capital Financial Advisors reported no remaining MillerKnoll position as of Q2 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 8,483 MillerKnoll shares in Q2 2024, an estimated $210K.
  • United Capital Financial Advisors first reported a position in MillerKnoll in Q3 2014 and held it in 16 quarters.
  • United Capital Financial Advisors's MillerKnoll position peaked at $406K in Q3 2019.
  • 242 funds tracked by Wall St. Rank held MillerKnoll as of Q2 2024.

Based on United Capital Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.