ZF
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Zhang Financial’s MillerKnoll MLKN Stock Holding History

Zhang Financial’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
2022
Q2 		– Sell
-15,000
Closed -$518K – 225
2022
Q1 		$518K Hold
15,000
– – 0.09% 131
2021
Q4 		$588K Buy
+15,000
New +$584K 0.1% 107

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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Zhang Financial's MLKN Position: Q2 2022 in Review

Zhang Financial sold out of MillerKnoll (MLKN) in Q2 2022, closing a stake of 15,000 shares — an estimated $518K sold.

Zhang Financial first reported a position in MLKN in Q4 2021 and held it in 2 quarters. The position peaked at $588K in Q4 2021. 246 funds tracked by Wall St. Rank hold MLKN as of Q2 2022.

  • Zhang Financial reported no remaining MillerKnoll position as of Q2 2022 after selling out during the quarter.
  • Zhang Financial sold 15,000 MillerKnoll shares in Q2 2022, an estimated $518K.
  • Zhang Financial first reported a position in MillerKnoll in Q4 2021 and held it in 2 quarters.
  • Zhang Financial's MillerKnoll position peaked at $588K in Q4 2021.
  • 246 funds tracked by Wall St. Rank held MillerKnoll as of Q2 2022.

Based on Zhang Financial's 13F filing for Q2 2022, filed 14 Jul 2022.