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Guardian Wealth Management (Illinois)’s Mohawk Industries MHK Stock Holding History

Guardian Wealth Management (Illinois)’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
-5,686
Closed -$581K – 247
2022
Q4 		$581K Buy
5,686
+17
+0.3% +$1.67K 0.57% 54
2022
Q3 		$517K Buy
5,669
+342
+6% +$39.7K 0.59% 54
2022
Q2 		$661K Buy
5,327
+414
+8% +$55K 0.71% 53
2022
Q1 		$610K Buy
4,913
+230
+5% +$34.5K 0.61% 55
2021
Q4 		$853K Buy
+4,683
New +$836K 0.82% 52

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

Guardian Wealth Management (Illinois)'s MHK Position: Q1 2023 in Review

Guardian Wealth Management (Illinois) sold out of Mohawk Industries (MHK) in Q1 2023, closing a stake of 5,686 shares — an estimated $581K sold.

Guardian Wealth Management (Illinois) first reported a position in MHK in Q4 2021 and held it in 5 quarters. The position peaked at $853K in Q4 2021. 426 funds tracked by Wall St. Rank hold MHK as of Q1 2023.

  • Guardian Wealth Management (Illinois) reported no remaining Mohawk Industries position as of Q1 2023 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 5,686 Mohawk Industries shares in Q1 2023, an estimated $581K.
  • Guardian Wealth Management (Illinois) first reported a position in Mohawk Industries in Q4 2021 and held it in 5 quarters.
  • Guardian Wealth Management (Illinois)'s Mohawk Industries position peaked at $853K in Q4 2021.
  • 426 funds tracked by Wall St. Rank held Mohawk Industries as of Q1 2023.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q1 2023, filed 9 May 2023.