EP Wealth Advisors’s Mohawk Industries MHK Stock Holding History

EP Wealth Advisors’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	-1,273	Closed	-$205K	–	1294
2024 Q3	$205K	Buy	+1,273	New	+$183K	﹤0.01%	1036

Other funds holding MHK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EP Wealth Advisors's MHK Position: Q4 2024 in Review

EP Wealth Advisors sold out of Mohawk Industries (MHK) in Q4 2024, closing a stake of 1,273 shares — an estimated $205K sold.

EP Wealth Advisors first reported a position in MHK in Q3 2024 and held it in 1 quarter. The position peaked at $205K in Q3 2024. 481 funds tracked by Wall St. Rank hold MHK as of Q4 2024.

EP Wealth Advisors reported no remaining Mohawk Industries position as of Q4 2024 after selling out during the quarter.
EP Wealth Advisors sold 1,273 Mohawk Industries shares in Q4 2024, an estimated $205K.
EP Wealth Advisors first reported a position in Mohawk Industries in Q3 2024 and held it in 1 quarter.
EP Wealth Advisors's Mohawk Industries position peaked at $205K in Q3 2024.
481 funds tracked by Wall St. Rank held Mohawk Industries as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.