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USA Financial Formulas’s MillerKnoll MLKN Stock Holding History

USA Financial Formulas’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
2016
Q4 		– Sell
-12,741
Closed -$364K – 313
2016
Q3 		$364K Buy
+12,741
New +$421K 0.09% 177

Other funds holding MLKN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

USA Financial Formulas's MLKN Position: Q4 2016 in Review

USA Financial Formulas sold out of MillerKnoll (MLKN) in Q4 2016, closing a stake of 12,741 shares — an estimated $364K sold.

USA Financial Formulas first reported a position in MLKN in Q3 2016 and held it in 1 quarter. The position peaked at $364K in Q3 2016. 230 funds tracked by Wall St. Rank hold MLKN as of Q4 2016.

  • USA Financial Formulas reported no remaining MillerKnoll position as of Q4 2016 after selling out during the quarter.
  • USA Financial Formulas sold 12,741 MillerKnoll shares in Q4 2016, an estimated $364K.
  • USA Financial Formulas first reported a position in MillerKnoll in Q3 2016 and held it in 1 quarter.
  • USA Financial Formulas's MillerKnoll position peaked at $364K in Q3 2016.
  • 230 funds tracked by Wall St. Rank held MillerKnoll as of Q4 2016.

Based on USA Financial Formulas's 13F filing for Q4 2016, filed 3 Mar 2017.