Wellington Management Group’s HNI Corp HNI Stock Holding History

Wellington Management Group’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
2018 Q4	–	Sell	-6,657	Closed	-$295K	–	2107
2018 Q3	$295K	Buy	+6,657	New	+$281K	﹤0.01%	2134
2017 Q3	–	Sell	-22,788	Closed	-$909K	–	2237
2017 Q2	$909K	Hold	22,788	–	–	﹤0.01%	1903
2017 Q1	$1.05M	Sell	22,788 -1,892	-8%	-$91.1K	﹤0.01%	1911
2016 Q4	$1.38M	Buy	24,680 +13,209	+115%	+$626K	﹤0.01%	1784
2016 Q3	$457K	Buy	+11,471	New	+$581K	﹤0.01%	2003
2015 Q4	–	Sell	-38,697	Closed	-$1.66M	–	2205
2015 Q3	$1.66M	Sell	38,697 -4,262	-10%	-$203K	﹤0.01%	1697
2015 Q2	$2.2M	Buy	+42,959	New	+$2.22M	﹤0.01%	1652
2013 Q3	–	Sell	-12,100	Closed	-$436K	–	2198
2013 Q2	$436K	Buy	+12,100	New	+$424K	﹤0.01%	1958

Other funds holding HNI

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group's HNI Position: Q4 2018 in Review

Wellington Management Group sold out of HNI Corp (HNI) in Q4 2018, closing a stake of 6,657 shares — an estimated $295K sold.

Wellington Management Group first reported a position in HNI in Q2 2013 and held it in 8 quarters. The position peaked at $2.2M in Q2 2015. 190 funds tracked by Wall St. Rank hold HNI as of Q4 2018.

Wellington Management Group reported no remaining HNI Corp position as of Q4 2018 after selling out during the quarter.
Wellington Management Group sold 6,657 HNI Corp shares in Q4 2018, an estimated $295K.
Wellington Management Group first reported a position in HNI Corp in Q2 2013 and held it in 8 quarters.
Wellington Management Group's HNI Corp position peaked at $2.2M in Q2 2015.
190 funds tracked by Wall St. Rank held HNI Corp as of Q4 2018.

Based on Wellington Management Group's 13F filing for Q4 2018, filed 14 Feb 2019.