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Williams Jones Wealth Management’s MillerKnoll MLKN Stock Holding History

Williams Jones Wealth Management’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
Q4 		– Sell
-8,000
Closed -$241K – 477
2020
Q3 		$241K Buy
+8,000
New +$198K ﹤0.01% 370

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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Williams Jones Wealth Management's MLKN Position: Q4 2020 in Review

Williams Jones Wealth Management sold out of MillerKnoll (MLKN) in Q4 2020, closing a stake of 8,000 shares — an estimated $241K sold.

Williams Jones Wealth Management first reported a position in MLKN in Q3 2020 and held it in 1 quarter. The position peaked at $241K in Q3 2020. 264 funds tracked by Wall St. Rank hold MLKN as of Q4 2020.

  • Williams Jones Wealth Management reported no remaining MillerKnoll position as of Q4 2020 after selling out during the quarter.
  • Williams Jones Wealth Management sold 8,000 MillerKnoll shares in Q4 2020, an estimated $241K.
  • Williams Jones Wealth Management first reported a position in MillerKnoll in Q3 2020 and held it in 1 quarter.
  • Williams Jones Wealth Management's MillerKnoll position peaked at $241K in Q3 2020.
  • 264 funds tracked by Wall St. Rank held MillerKnoll as of Q4 2020.

Based on Williams Jones Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.