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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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return