Bank Julius Baer & Co
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Bank Julius Baer & Co’s Mohawk Industries MHK Stock Holding History

Bank Julius Baer & Co’s Portfolio MHK Stock Details MHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-722
Closed -$128K – 868
2021
Q3 		$128K Buy
722
+30
+4% +$5.81K ﹤0.01% 608
2021
Q2 		$133K Buy
+692
New +$141K ﹤0.01% 613

Other funds holding MHK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank Julius Baer & Co's MHK Position: Q4 2021 in Review

Bank Julius Baer & Co sold out of Mohawk Industries (MHK) in Q4 2021, closing a stake of 722 shares — an estimated $128K sold.

Bank Julius Baer & Co first reported a position in MHK in Q2 2021 and held it in 2 quarters. The position peaked at $133K in Q2 2021. 486 funds tracked by Wall St. Rank hold MHK as of Q4 2021.

  • Bank Julius Baer & Co reported no remaining Mohawk Industries position as of Q4 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 722 Mohawk Industries shares in Q4 2021, an estimated $128K.
  • Bank Julius Baer & Co first reported a position in Mohawk Industries in Q2 2021 and held it in 2 quarters.
  • Bank Julius Baer & Co's Mohawk Industries position peaked at $133K in Q2 2021.
  • 486 funds tracked by Wall St. Rank held Mohawk Industries as of Q4 2021.

Based on Bank Julius Baer & Co's 13F filing for Q4 2021, filed 15 Feb 2022.