WI
HNI icon

WBI Investments’s HNI Corp HNI Stock Holding History

WBI Investments’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
2023
Q4 		– Sell
-31,799
Closed -$1.1M – 218
2023
Q3 		$1.1M Buy
31,799
+23,898
+302% +$736K 0.22% 110
2023
Q2 		$223K Buy
+7,901
New +$210K 0.04% 184
2020
Q1 		– Sell
-23,885
Closed -$895K – 144
2019
Q4 		$895K Buy
+23,885
New +$912K 0.1% 133
2019
Q2 		– Sell
-67,703
Closed -$2.46M – 244
2019
Q1 		$2.46M Buy
+67,703
New +$2.6M 0.19% 97
2018
Q4 		– Sell
-86,973
Closed -$3.85M – 156
2018
Q3 		$3.85M Buy
+86,973
New +$3.67M 0.21% 86

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WBI Investments's HNI Position: Q4 2023 in Review

WBI Investments sold out of HNI Corp (HNI) in Q4 2023, closing a stake of 31,799 shares — an estimated $1.1M sold.

WBI Investments first reported a position in HNI in Q3 2018 and held it in 5 quarters. The position peaked at $3.85M in Q3 2018. 212 funds tracked by Wall St. Rank hold HNI as of Q4 2023.

  • WBI Investments reported no remaining HNI Corp position as of Q4 2023 after selling out during the quarter.
  • WBI Investments sold 31,799 HNI Corp shares in Q4 2023, an estimated $1.1M.
  • WBI Investments first reported a position in HNI Corp in Q3 2018 and held it in 5 quarters.
  • WBI Investments's HNI Corp position peaked at $3.85M in Q3 2018.
  • 212 funds tracked by Wall St. Rank held HNI Corp as of Q4 2023.

Based on WBI Investments's 13F filing for Q4 2023, filed 9 Feb 2024.