MLKN
MillerKnoll, Inc. · Consumer Cyclical · Furnishings, Fixtures & Appliances
Señales de momentum (gestores comparables):
amplitud de titulares -8.3% ·
flujo de acciones +6.2% ·
nuevas posiciones netas -9.1%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 91 | +4 | 41.90M | $857.15M | +7 | −3 |
| Q1 2026 | 90 | +3 | 43.19M | $624.98M | +6 | −3 |
| Q4 2025 | 87 | -3 | 47.18M | $863.06M | — | −3 |
| Q3 2025 | 19 | +4 | 29.46M | $523.15M | +4 | −1 |
| Q2 2025 | 13 | -1 | 28.21M | $548.39M | +1 | −2 |
| Q1 2025 | 11 | 0 | 6.72M | $129.15M | +2 | −2 |
| Q4 2024 | 11 | -1 | 7.17M | $162.60M | — | −1 |
| Q3 2024 | 11 | -1 | 3.82M | $94.51M | — | −1 |
| Q2 2024 | 12 | — | 3.27M | $86.64M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 2.94M | — | $66.91M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 1.67M | -0.9% | $37.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 1.67M | -0.9% | $37.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Millennium Management ✦ | 877.81K | +43.7% | $19.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wellington Management ✦ | 804.11K | +39.9% | $18.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 804.11K | +39.9% | $18.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wellington Management ✦ | 804.11K | +39.9% | $18.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wellington Management ✦ | 804.11K | +39.9% | $18.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Arrowstreet Capital ✦ | 516.50K | +11.9% | $11.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 161.91K | +549.2% | $3.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 67.05K | +7.5% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 58.50K | -32.3% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 58.50K | -32.3% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 58.50K | -32.3% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 48.70K | -58.8% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Gotham Asset Management ✦ | 18.62K | -34.2% | $420,648 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Norges Bank ✦ (pasivo) | 16.16K | -89.7% | $365,145 | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Bridgewater Associates | $265,081 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 229 tenedores, 66.21M acciones, $912.01M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.