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Crestmont Private Wealth’s Mohawk Industries MHK Stock Holding History

Crestmont Private Wealth’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
2024
Q4 		– Sell
-1,572
Closed -$253K – 105
2024
Q3 		$253K Buy
+1,572
New +$226K 0.11% 68

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crestmont Private Wealth's MHK Position: Q4 2024 in Review

Crestmont Private Wealth sold out of Mohawk Industries (MHK) in Q4 2024, closing a stake of 1,572 shares — an estimated $253K sold.

Crestmont Private Wealth first reported a position in MHK in Q3 2024 and held it in 1 quarter. The position peaked at $253K in Q3 2024. 481 funds tracked by Wall St. Rank hold MHK as of Q4 2024.

  • Crestmont Private Wealth reported no remaining Mohawk Industries position as of Q4 2024 after selling out during the quarter.
  • Crestmont Private Wealth sold 1,572 Mohawk Industries shares in Q4 2024, an estimated $253K.
  • Crestmont Private Wealth first reported a position in Mohawk Industries in Q3 2024 and held it in 1 quarter.
  • Crestmont Private Wealth's Mohawk Industries position peaked at $253K in Q3 2024.
  • 481 funds tracked by Wall St. Rank held Mohawk Industries as of Q4 2024.

Based on Crestmont Private Wealth's 13F filing for Q4 2024, filed 14 Jan 2025.