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Chemistry Wealth Management’s Mohawk Industries MHK Stock Holding History

Chemistry 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
Q1 		– Sell
-5,269
Closed -$539K – 145
2022
Q4 		$539K Sell
5,269
-2,057
-28% -$202K 0.21% 76
2022
Q3 		$668K Sell
7,326
-136
-2% -$15.8K 0.26% 63
2022
Q2 		$926K Buy
7,462
+1,362
+22% +$181K 0.35% 53
2022
Q1 		$758K Buy
+6,100
New +$915K 0.26% 63

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Chemistry Wealth Management's MHK Position: Q1 2023 in Review

Chemistry Wealth Management sold out of Mohawk Industries (MHK) in Q1 2023, closing a stake of 5,269 shares — an estimated $539K sold.

Chemistry Wealth Management first reported a position in MHK in Q1 2022 and held it in 4 quarters. The position peaked at $926K in Q2 2022. 426 funds tracked by Wall St. Rank hold MHK as of Q1 2023.

  • Chemistry Wealth Management reported no remaining Mohawk Industries position as of Q1 2023 after selling out during the quarter.
  • Chemistry Wealth Management sold 5,269 Mohawk Industries shares in Q1 2023, an estimated $539K.
  • Chemistry Wealth Management first reported a position in Mohawk Industries in Q1 2022 and held it in 4 quarters.
  • Chemistry Wealth Management's Mohawk Industries position peaked at $926K in Q2 2022.
  • 426 funds tracked by Wall St. Rank held Mohawk Industries as of Q1 2023.

Based on Chemistry Wealth Management's 13F filing for Q1 2023, filed 10 Apr 2023.