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Valeo Financial Advisors’s MillerKnoll MLKN Stock Holding History

Valeo 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
2021
Q2 		– Sell
-4
Closed – – 1285
2021
Q1 		$0 Sell
4
-20
-83% -$765 ﹤0.01% 2123
2020
Q4 		$1K Sell
24
-55
-70% -$1.92K ﹤0.01% 1589
2020
Q3 		$2K Buy
79
+75
+1,875% +$1.86K ﹤0.01% 1414
2020
Q2 		$0 Hold
4
– – ﹤0.01% 2105
2020
Q1 		$0 Buy
+4
New +$138 ﹤0.01% 1865

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Valeo Financial Advisors's MLKN Position: Q2 2021 in Review

Valeo Financial Advisors sold out of MillerKnoll (MLKN) in Q2 2021, closing a stake of 4 shares.

Valeo Financial Advisors first reported a position in MLKN in Q1 2020 and held it in 5 quarters. The position peaked at $2K in Q3 2020. 272 funds tracked by Wall St. Rank hold MLKN as of Q2 2021.

  • Valeo Financial Advisors reported no remaining MillerKnoll position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 4 MillerKnoll shares in Q2 2021.
  • Valeo Financial Advisors first reported a position in MillerKnoll in Q1 2020 and held it in 5 quarters.
  • Valeo Financial Advisors's MillerKnoll position peaked at $2K in Q3 2020.
  • 272 funds tracked by Wall St. Rank held MillerKnoll as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.