Yorktown Management & Research Company’s HNI Corp HNI Stock Holding History

Yorktown Management & Research Company’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
2015 Q2	–	Sell	-4,000	Closed	-$221K	–	489
2015 Q1	$221K	Hold	4,000	–	–	0.04%	408
2014 Q4	$204K	Buy	+4,000	New	+$180K	0.04%	407
2014 Q1	–	Sell	-8,000	Closed	-$311K	–	463
2013 Q4	$311K	Hold	8,000	–	–	0.06%	168
2013 Q3	$289K	Hold	8,000	–	–	0.06%	176
2013 Q2	$289K	Buy	+8,000	New	+$280K	0.06%	151

Other funds holding HNI

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Yorktown Management & Research Company's HNI Position: Q2 2015 in Review

Yorktown Management & Research Company sold out of HNI Corp (HNI) in Q2 2015, closing a stake of 4,000 shares — an estimated $221K sold.

Yorktown Management & Research Company first reported a position in HNI in Q2 2013 and held it in 5 quarters. The position peaked at $311K in Q4 2013. 169 funds tracked by Wall St. Rank hold HNI as of Q2 2015.

Yorktown Management & Research Company reported no remaining HNI Corp position as of Q2 2015 after selling out during the quarter.
Yorktown Management & Research Company sold 4,000 HNI Corp shares in Q2 2015, an estimated $221K.
Yorktown Management & Research Company first reported a position in HNI Corp in Q2 2013 and held it in 5 quarters.
Yorktown Management & Research Company's HNI Corp position peaked at $311K in Q4 2013.
169 funds tracked by Wall St. Rank held HNI Corp as of Q2 2015.

Based on Yorktown Management & Research Company's 13F filing for Q2 2015, filed 22 Jul 2015.