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Caldwell Trust’s Mohawk Industries MHK Stock Holding History

Caldwell Trust’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
2022
Q3 		– Sell
-270
Closed -$33.5K – 738
2022
Q2 		$33.5K Hold
270
– – ﹤0.01% 497
2022
Q1 		$33.5K Hold
270
– – ﹤0.01% 508
2021
Q4 		$49.2K Hold
270
– – 0.01% 465
2021
Q3 		$47.9K Hold
270
– – 0.01% 457
2021
Q2 		$51.9K Hold
270
– – 0.01% 443
2021
Q1 		$51.9K Hold
270
– – 0.01% 428
2020
Q4 		$38.1K Hold
270
– – 0.01% 451
2020
Q3 		$26.3K Hold
270
– – ﹤0.01% 498
2020
Q2 		$27.5K Hold
270
– – ﹤0.01% 505
2020
Q1 		$20.6K Hold
270
– – ﹤0.01% 550
2019
Q4 		$36.8K Buy
+270
New +$36.7K 0.01% 500

Other funds holding MHK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Caldwell Trust's MHK Position: Q3 2022 in Review

Caldwell Trust sold out of Mohawk Industries (MHK) in Q3 2022, closing a stake of 270 shares — an estimated $33.5K sold.

Caldwell Trust first reported a position in MHK in Q4 2019 and held it in 11 quarters. The position peaked at $51.9K in Q1 2021. 430 funds tracked by Wall St. Rank hold MHK as of Q3 2022.

  • Caldwell Trust reported no remaining Mohawk Industries position as of Q3 2022 after selling out during the quarter.
  • Caldwell Trust sold 270 Mohawk Industries shares in Q3 2022, an estimated $33.5K.
  • Caldwell Trust first reported a position in Mohawk Industries in Q4 2019 and held it in 11 quarters.
  • Caldwell Trust's Mohawk Industries position peaked at $51.9K in Q1 2021.
  • 430 funds tracked by Wall St. Rank held Mohawk Industries as of Q3 2022.

Based on Caldwell Trust's 13F filing for Q3 2022, filed 1 Oct 2025.