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Berman Capital Advisors’s Mohawk Industries MHK Stock Holding History

Berman Capital 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
2021
Q3 		$40K Buy
228
+68
+43% +$13.2K 0.01% 764
2021
Q2 		$30K Buy
160
+109
+214% +$22.2K ﹤0.01% 770
2021
Q1 		$9K Buy
51
+29
+132% +$4.83K ﹤0.01% 1065
2020
Q4 		$3K Sell
22
-21
-49% -$2.53K ﹤0.01% 1311
2020
Q3 		$4K Buy
43
+40
+1,333% +$3.6K ﹤0.01% 1119
2020
Q2 		$0 Sell
3
-38
-93% -$3.34K ﹤0.01% 1736
2020
Q1 		$2K Sell
41
-95
-70% -$11.3K ﹤0.01% 1153
2019
Q4 		$18K Hold
136
– – 0.01% 568
2019
Q3 		$16K Sell
136
-103
-43% -$13.2K 0.01% 570
2019
Q2 		$35K Hold
239
– – 0.01% 374
2019
Q1 		$30K Buy
239
+54
+29% +$7.03K 0.01% 362
2018
Q4 		$21K Buy
+185
New +$24.7K 0.01% 380

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 $113B AUM 38.87% 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

Berman Capital Advisors's MHK Position: Q3 2021 in Review

Berman Capital Advisors increased its Mohawk Industries (MHK) stake by 43% in Q3 2021, buying an estimated $13.2K and bringing the position to 228 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #764.

Berman Capital Advisors first reported a position in MHK in Q4 2018 and has held it in 12 quarters since. 494 funds tracked by Wall St. Rank hold MHK as of Q3 2021.

  • Berman Capital Advisors held 228 shares of Mohawk Industries worth $40K as of Q3 2021.
  • Berman Capital Advisors bought 68 Mohawk Industries shares in Q3 2021, an estimated $13.2K.
  • Mohawk Industries made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #764 holding.
  • Berman Capital Advisors first reported a position in Mohawk Industries in Q4 2018 and has held it in 12 quarters since.
  • 494 funds tracked by Wall St. Rank held Mohawk Industries as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.