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USA Financial Formulas’s HNI Corp HNI Stock Holding History

USA Financial Formulas’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
-510
Closed -$23K – 312
2024
Q2 		$23K Sell
510
-1,070
-68% -$47.2K ﹤0.01% 260
2024
Q1 		$71.3K Buy
1,580
+976
+162% +$41.4K 0.01% 218
2023
Q4 		$25.3K Buy
+604
New +$23K ﹤0.01% 224

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

USA Financial Formulas's HNI Position: Q3 2024 in Review

USA Financial Formulas sold out of HNI Corp (HNI) in Q3 2024, closing a stake of 510 shares — an estimated $23K sold.

USA Financial Formulas first reported a position in HNI in Q4 2023 and held it in 3 quarters. The position peaked at $71.3K in Q1 2024. 240 funds tracked by Wall St. Rank hold HNI as of Q3 2024.

  • USA Financial Formulas reported no remaining HNI Corp position as of Q3 2024 after selling out during the quarter.
  • USA Financial Formulas sold 510 HNI Corp shares in Q3 2024, an estimated $23K.
  • USA Financial Formulas first reported a position in HNI Corp in Q4 2023 and held it in 3 quarters.
  • USA Financial Formulas's HNI Corp position peaked at $71.3K in Q1 2024.
  • 240 funds tracked by Wall St. Rank held HNI Corp as of Q3 2024.

Based on USA Financial Formulas's 13F filing for Q3 2024, filed 8 Oct 2024.