VAFP
MLKN icon

Vahanian & Associates Financial Planning’s MillerKnoll MLKN Stock Holding History

Vahanian & Associates Financial Planning’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
2022
Q3 		– Sell
-7,655
Closed -$201K – 58
2022
Q2 		$201K Hold
7,655
– – 0.86% 33
2022
Q1 		$265K Sell
7,655
-524
-6% -$19.3K 0.61% 46
2021
Q4 		$321K Buy
+8,179
New +$318K 0.26% 116

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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Vahanian & Associates Financial Planning's MLKN Position: Q3 2022 in Review

Vahanian & Associates Financial Planning sold out of MillerKnoll (MLKN) in Q3 2022, closing a stake of 7,655 shares — an estimated $201K sold.

Vahanian & Associates Financial Planning first reported a position in MLKN in Q4 2021 and held it in 3 quarters. The position peaked at $321K in Q4 2021. 226 funds tracked by Wall St. Rank hold MLKN as of Q3 2022.

  • Vahanian & Associates Financial Planning reported no remaining MillerKnoll position as of Q3 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 7,655 MillerKnoll shares in Q3 2022, an estimated $201K.
  • Vahanian & Associates Financial Planning first reported a position in MillerKnoll in Q4 2021 and held it in 3 quarters.
  • Vahanian & Associates Financial Planning's MillerKnoll position peaked at $321K in Q4 2021.
  • 226 funds tracked by Wall St. Rank held MillerKnoll as of Q3 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q3 2022, filed 3 Nov 2022.