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Evercore Wealth Management’s Mohawk Industries MHK Stock Holding History

Evercore 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
2018
Q1 		– Sell
-68
Closed -$19K – 624
2017
Q4 		$19K Hold
68
– – ﹤0.01% 737
2017
Q3 		$17K Buy
+68
New +$16.9K ﹤0.01% 733
2017
Q2 		– Sell
-190
Closed -$44K – 1017
2017
Q1 		$44K Sell
190
-7
-4% -$1.54K ﹤0.01% 625
2016
Q4 		$39K Buy
197
+7
+4% +$1.37K ﹤0.01% 650
2016
Q3 		$38K Buy
190
+23
+14% +$4.73K ﹤0.01% 653
2016
Q2 		$32K Hold
167
– – ﹤0.01% 673
2016
Q1 		$32K Buy
167
+60
+56% +$10.4K ﹤0.01% 651
2015
Q4 		$20K Buy
+107
New +$20.5K ﹤0.01% 768
2014
Q1 		– Sell
-250
Closed -$37K – 914
2013
Q4 		$37K Hold
250
– – ﹤0.01% 604
2013
Q3 		$33K Sell
250
-1,289
-84% -$157K ﹤0.01% 617
2013
Q2 		$173K Buy
+1,539
New +$173K 0.01% 419

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evercore Wealth Management's MHK Position: Q1 2018 in Review

Evercore Wealth Management sold out of Mohawk Industries (MHK) in Q1 2018, closing a stake of 68 shares — an estimated $19K sold.

Evercore Wealth Management first reported a position in MHK in Q2 2013 and held it in 11 quarters. The position peaked at $173K in Q2 2013. 560 funds tracked by Wall St. Rank hold MHK as of Q1 2018.

  • Evercore Wealth Management reported no remaining Mohawk Industries position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 68 Mohawk Industries shares in Q1 2018, an estimated $19K.
  • Evercore Wealth Management first reported a position in Mohawk Industries in Q2 2013 and held it in 11 quarters.
  • Evercore Wealth Management's Mohawk Industries position peaked at $173K in Q2 2013.
  • 560 funds tracked by Wall St. Rank held Mohawk Industries as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.