Douglas Lane & Associates, LLC MLKN MILLERKNOLL INC

Ownership history in Douglas Lane & Associates, LLC  ·  16 quarters on record

AI Ownership Summary

Douglas Lane & Associates, LLC reported MILLERKNOLL INC (MLKN) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.19% in 2023 Q4. The latest visible filing shows MLKN at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MLKN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Douglas Lane & Associates, LLC's position in MILLERKNOLL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MLKN was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Douglas Lane & Associates, LLC held MLKN — position size vs. price
% of Fund (quarterly)    MLKN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 445,360 +215 +0.0% 0.09% $6.4M 2026-04-15 $16.20
2025 Q4 ADDED 445,145 +213,816 +92.4% 0.11% $8.1M 2026-01-22 $20.05
2025 Q3 ADDED 231,329 +7,043 +3.1% 0.06% $4.1M 2025-10-10 $16.13
2025 Q2 REDUCED 10.0% -7.4% 224,286 -24,922 -10.0% 0.06% $4.4M 2025-07-07 $20.07
2025 Q1 ADDED 249,208 +32,365 +14.9% 0.07% $4.8M 2025-04-09 $17.02
2024 Q4 ADDED 216,843 +10,345 +5.0% 0.07% $4.9M 2025-01-08 $20.81
2024 Q3 REDUCED 29.8% -9.3% 206,498 -87,829 -29.8% 0.07% $5.1M 2024-10-10 $22.30
2024 Q2 REDUCED 18.3% -5.9% 294,327 -66,096 -18.3% 0.11% $7.8M 2024-07-08 $24.90
2024 Q1 REDUCED 21.4% +7.6% 360,423 -98,271 -21.4% 0.13% $8.9M 2024-04-11 $24.34
2023 Q4 REDUCED 458,694 -20,870 -4.4% 0.19% $12.2M 2024-01-17 $22.92
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Douglas Lane & Associates, LLC and MLKN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Douglas Lane & Associates, LLC reported owning MLKN?

Douglas Lane & Associates, LLC reported MLKN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MLKN position in Douglas Lane & Associates, LLC's portfolio?

The largest reported portfolio weight for MLKN was 0.19% in 2023 Q4.

What is the latest reported MLKN position on this page?

The most recent filing on this page is 2026 Q1, when Douglas Lane & Associates, LLC reported 445,360 shares, equal to 0.09% of portfolio, with an estimated market value of $6.4M.

What does the chart on this MLKN ownership page compare?

The chart compares Douglas Lane & Associates, LLC's quarterly MLKN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Douglas Lane & Associates, LLC time their MLKN position?

Based on 13F filing dates vs. subsequent MLKN price moves, Douglas Lane & Associates, LLC correctly timed 7 out of 15 reported position changes (47%). The annualised alpha on MLKN relative to SPY over the holding period was -24.3%.

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