Clifford Capital Focused Small Cap Value Fund HNI Holdings History
Clifford Capital Focused Small Cap Value Fund's HNI Corp Holding Summary
As of 2024-09-30, World Funds Trust held 5,640.00 shares of HNI Corp(HNI), totaling $303,660.00. This investment constitutes 3.93% of their stock portfolio, and World Funds Trust now holds 0.01% of the outstanding HNI Corp(HNI) stock.
The initial trade took place in 2020Q1. And since then Clifford Capital Focused Small Cap Value Fund has made 9 purchases of HNI, at an average price of $36.04, for a total of 16,230.00 shares. In addition, there have been 6 sales at an average price of $30.81 for 10,590.00 shares. Based on historical transaction data and HNI's current price of $50.98, Clifford Capital Focused Small Cap Value Fund's estimated gain on his HNI holdings is $28,913.20, reflecting a 4.94% gain to date.
Clifford Capital Focused Small Cap Value Fund HNI ($50.98) Holding Chart
Clifford Capital Focused Small Cap Value Fund HNI ($50.98) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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