Wheatland Advisors’s MillerKnoll MLKN Stock Holding History

Wheatland 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
2020 Q1	–	Sell	-6,400	Closed	-$267K	–	68
2019 Q4	$267K	Hold	6,400	–	–	0.34%	78
2019 Q3	$295K	Hold	6,400	–	–	0.27%	79
2019 Q2	$286K	Hold	6,400	–	–	0.22%	88
2019 Q1	$225K	Buy	+6,400	New	+$223K	0.17%	94
2018 Q4	–	Sell	-6,400	Closed	-$246K	–	95
2018 Q3	$246K	Hold	6,400	–	–	0.18%	90
2018 Q2	$217K	Hold	6,400	–	–	0.18%	92
2018 Q1	$204K	Hold	6,400	–	–	0.17%	95
2017 Q4	$256K	Hold	6,400	–	–	0.21%	89
2017 Q3	$230K	Buy	+6,400	New	+$215K	0.2%	89
2017 Q2	–	Sell	-6,400	Closed	-$202K	–	94
2017 Q1	$202K	Hold	6,400	–	–	0.18%	91
2016 Q4	$219K	Buy	+6,400	New	+$199K	0.19%	87
2014 Q2	–	Sell	-6,400	Closed	-$206K	–	87
2014 Q1	$206K	Buy	+6,400	New	+$184K	0.21%	82

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wheatland Advisors's MLKN Position: Q1 2020 in Review

Wheatland Advisors sold out of MillerKnoll (MLKN) in Q1 2020, closing a stake of 6,400 shares — an estimated $267K sold.

Wheatland Advisors first reported a position in MLKN in Q1 2014 and held it in 12 quarters. The position peaked at $295K in Q3 2019. 260 funds tracked by Wall St. Rank hold MLKN as of Q1 2020.

Wheatland Advisors reported no remaining MillerKnoll position as of Q1 2020 after selling out during the quarter.
Wheatland Advisors sold 6,400 MillerKnoll shares in Q1 2020, an estimated $267K.
Wheatland Advisors first reported a position in MillerKnoll in Q1 2014 and held it in 12 quarters.
Wheatland Advisors's MillerKnoll position peaked at $295K in Q3 2019.
260 funds tracked by Wall St. Rank held MillerKnoll as of Q1 2020.

Based on Wheatland Advisors's 13F filing for Q1 2020, filed 8 May 2020.