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BerganKDV Wealth Management’s Mohawk Industries MHK Stock Holding History

BerganKDV Wealth Management’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
Q2 		– Sell
-4
Closed -$401 – 990
2023
Q1 		$401 Hold
4
– – ﹤0.01% 991
2022
Q4 		$409 Sell
4
-5
-56% -$490 ﹤0.01% 966
2022
Q3 		$1K Hold
9
– – ﹤0.01% 906
2022
Q2 		$1K Hold
9
– – ﹤0.01% 919
2022
Q1 		$1K Hold
9
– – ﹤0.01% 939
2021
Q4 		$2K Hold
9
– – ﹤0.01% 922
2021
Q3 		$2K Hold
9
– – ﹤0.01% 891
2021
Q2 		$2K Hold
9
– – ﹤0.01% 826
2021
Q1 		$2K Hold
9
– – ﹤0.01% 786
2020
Q4 		$1K Hold
9
– – ﹤0.01% 879
2020
Q3 		$1K Hold
9
– – ﹤0.01% 833
2020
Q2 		$1K Hold
9
– – ﹤0.01% 880
2020
Q1 		$1K Hold
9
– – ﹤0.01% 850
2019
Q4 		$1K Sell
9
-96
-91% -$13.1K ﹤0.01% 873
2019
Q3 		$13K Sell
105
-4,294
-98% -$551K ﹤0.01% 478
2019
Q2 		$649K Sell
4,399
-365
-8% -$50.5K 0.13% 119
2019
Q1 		$601K Buy
4,764
+1,173
+33% +$153K 0.12% 121
2018
Q4 		$420K Sell
3,591
-209
-6% -$27.9K 0.1% 127
2018
Q3 		$666K Sell
3,800
-261
-6% -$51.2K 0.14% 112
2018
Q2 		$870K Buy
4,061
+247
+6% +$54.1K 0.19% 97
2018
Q1 		$886K Buy
3,814
+9
+0.2% +$2.32K 0.24% 92
2017
Q4 		$1.05M Buy
3,805
+27
+0.7% +$7.24K 0.25% 80
2017
Q3 		$935K Buy
3,778
+6
+0.2% +$1.49K 0.23% 85
2017
Q2 		$912K Sell
3,772
-331
-8% -$78.1K 0.26% 74
2017
Q1 		$942K Buy
4,103
+219
+6% +$48.1K 0.28% 68
2016
Q4 		$776K Buy
3,884
+533
+16% +$105K 0.26% 79
2016
Q3 		$671K Buy
3,351
+353
+12% +$72.6K 0.23% 85
2016
Q2 		$569K Buy
2,998
+416
+16% +$81K 0.24% 92
2016
Q1 		$493K Buy
+2,582
New +$449K 0.3% 90

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

BerganKDV Wealth Management's MHK Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Mohawk Industries (MHK) in Q2 2023, closing a stake of 4 shares — an estimated $401 sold.

BerganKDV Wealth Management first reported a position in MHK in Q1 2016 and held it in 29 quarters. The position peaked at $1.05M in Q4 2017. 431 funds tracked by Wall St. Rank hold MHK as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Mohawk Industries position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 4 Mohawk Industries shares in Q2 2023, an estimated $401.
  • BerganKDV Wealth Management first reported a position in Mohawk Industries in Q1 2016 and held it in 29 quarters.
  • BerganKDV Wealth Management's Mohawk Industries position peaked at $1.05M in Q4 2017.
  • 431 funds tracked by Wall St. Rank held Mohawk Industries as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.