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Bell Investment Advisors’s Mohawk Industries MHK Stock Holding History

Bell Investment Advisors’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
2023
Q3 		– Sell
-5
Closed -$516 – 1971
2023
Q2 		$516 Buy
+5
New +$490 ﹤0.01% 1834
2023
Q1 		– Sell
-5
Closed -$511 – 1961
2022
Q4 		$511 Hold
5
– – ﹤0.01% 1822
2022
Q3 		$0 Buy
5
+1
+25% +$116 ﹤0.01% 1866
2022
Q2 		$0 Buy
+4
New +$531 ﹤0.01% 1790
2021
Q4 		$1K Buy
+6
New +$1.07K ﹤0.01% 1513

Other funds holding MHK

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Bell Investment Advisors's MHK Position: Q3 2023 in Review

Bell Investment Advisors sold out of Mohawk Industries (MHK) in Q3 2023, closing a stake of 5 shares — an estimated $516 sold.

Bell Investment Advisors first reported a position in MHK in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q4 2021. 424 funds tracked by Wall St. Rank hold MHK as of Q3 2023.

  • Bell Investment Advisors reported no remaining Mohawk Industries position as of Q3 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 5 Mohawk Industries shares in Q3 2023, an estimated $516.
  • Bell Investment Advisors first reported a position in Mohawk Industries in Q4 2021 and held it in 5 quarters.
  • Bell Investment Advisors's Mohawk Industries position peaked at $1K in Q4 2021.
  • 424 funds tracked by Wall St. Rank held Mohawk Industries as of Q3 2023.

Based on Bell Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.