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Independent Advisor Alliance’s Mohawk Industries MHK Stock Holding History

Independent Advisor Alliance’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
Q3 		– Sell
-2,803
Closed -$539K – 660
2021
Q2 		$539K Buy
+2,803
New +$571K 0.03% 374

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 $95.5B AUM 28.4% 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

Independent Advisor Alliance's MHK Position: Q3 2021 in Review

Independent Advisor Alliance sold out of Mohawk Industries (MHK) in Q3 2021, closing a stake of 2,803 shares — an estimated $539K sold.

Independent Advisor Alliance first reported a position in MHK in Q2 2021 and held it in 1 quarter. The position peaked at $539K in Q2 2021. 493 funds tracked by Wall St. Rank hold MHK as of Q3 2021.

  • Independent Advisor Alliance reported no remaining Mohawk Industries position as of Q3 2021 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,803 Mohawk Industries shares in Q3 2021, an estimated $539K.
  • Independent Advisor Alliance first reported a position in Mohawk Industries in Q2 2021 and held it in 1 quarter.
  • Independent Advisor Alliance's Mohawk Industries position peaked at $539K in Q2 2021.
  • 493 funds tracked by Wall St. Rank held Mohawk Industries as of Q3 2021.

Based on Independent Advisor Alliance's 13F filing for Q3 2021, filed 1 Nov 2021.