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CSat Investment Advisory’s Mohawk Industries MHK Stock Holding History

CSat Investment Advisory’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
Q1 		$76K Sell
393
-146
-27% -$24.3K 0.06% 111
2020
Q4 		$76K Sell
539
-581
-52% -$70K 0.07% 102
2020
Q3 		$109K Buy
1,120
+214
+24% +$19.2K 0.01% 424
2020
Q2 		$92K Buy
906
+368
+68% +$32.4K 0.01% 504
2020
Q1 		$41K Buy
538
+61
+13% +$7.22K 0.01% 574
2019
Q4 		$65K Buy
477
+5
+1% +$680 0.02% 523
2019
Q3 		$59K Buy
472
+153
+48% +$19.6K 0.02% 454
2019
Q2 		$47K Buy
319
+50
+19% +$6.92K 0.02% 554
2019
Q1 		$34K Sell
269
-24
-8% -$3.13K 0.02% 203
2018
Q4 		$34K Buy
293
+202
+222% +$26.9K 0.02% 184
2018
Q3 		$16K Buy
91
+30
+49% +$5.88K 0.01% 268
2018
Q2 		$13K Buy
+61
New +$13.4K 0.01% 286

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

CSat Investment Advisory's MHK Position: Q1 2021 in Review

CSat Investment Advisory reduced its Mohawk Industries (MHK) stake by 27% in Q1 2021, selling an estimated $24.3K and leaving 393 shares worth $76K. The position accounts for 0.06% of the portfolio, ranked #111.

CSat Investment Advisory first reported a position in MHK in Q2 2018 and has held it in 12 quarters since. The position peaked at $109K in Q3 2020. 470 funds tracked by Wall St. Rank hold MHK as of Q1 2021.

  • CSat Investment Advisory held 393 shares of Mohawk Industries worth $76K as of Q1 2021.
  • CSat Investment Advisory sold 146 Mohawk Industries shares in Q1 2021, an estimated $24.3K.
  • Mohawk Industries made up 0.06% of CSat Investment Advisory's portfolio in Q1 2021, its #111 holding.
  • CSat Investment Advisory first reported a position in Mohawk Industries in Q2 2018 and has held it in 12 quarters since.
  • CSat Investment Advisory's Mohawk Industries position peaked at $109K in Q3 2020.
  • 470 funds tracked by Wall St. Rank held Mohawk Industries as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.