Number of Shares
38,500.00
Current Holdings Value*
$631,400.00
% of Portfolio
2.03%
Total Estimate Gain
$-84,430.84
% of Total Estimate Gain
-7.06%

Monongahela All Cap Value Fund's MillerKnoll Inc Holding Summary

As of 2025-04-30, FORUM FUNDS held 38,500.00 shares of MillerKnoll Inc(MLKN), totaling $631,400.00. This investment constitutes 2.03% of their stock portfolio, and FORUM FUNDS now holds 0.06% of the outstanding MillerKnoll Inc(MLKN) stock.

The initial trade took place in 2020Q4. And since then Monongahela All Cap Value Fund has made 4 purchases of MLKN, at an average price of $22.37, for a total of 53,500.00 shares. In addition, there have been 1 sales at an average price of $24.36 for 15,000.00 shares. Based on historical transaction data and MLKN's current price of $19.40, Monongahela All Cap Value Fund's estimated gain on his MLKN holdings is $-84,430.84, reflecting a -7.06% gain to date.

Monongahela All Cap Value Fund MLKN ($19.40) Holding Chart

Monongahela All Cap Value Fund MLKN ($19.40) 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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