WESPAC Advisors SoCal’s MillerKnoll MLKN Stock Holding History

WESPAC Advisors SoCal’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
2019 Q1	–	Sell	-179	Closed	-$5K	–	355
2018 Q4	$5K	Buy	+179	New	+$5.95K	﹤0.01%	283

Other funds holding MLKN

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

WESPAC Advisors SoCal's MLKN Position: Q1 2019 in Review

WESPAC Advisors SoCal sold out of MillerKnoll (MLKN) in Q1 2019, closing a stake of 179 shares — an estimated $5K sold.

WESPAC Advisors SoCal first reported a position in MLKN in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 280 funds tracked by Wall St. Rank hold MLKN as of Q1 2019.

WESPAC Advisors SoCal reported no remaining MillerKnoll position as of Q1 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 179 MillerKnoll shares in Q1 2019, an estimated $5K.
WESPAC Advisors SoCal first reported a position in MillerKnoll in Q4 2018 and held it in 1 quarter.
WESPAC Advisors SoCal's MillerKnoll position peaked at $5K in Q4 2018.
280 funds tracked by Wall St. Rank held MillerKnoll as of Q1 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2019, filed 2 May 2019.