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JP Morgan Private Wealth Advisors’s Mohawk Industries MHK Stock Holding History

JP Morgan Private 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
2021
Q3 		– Sell
-1,158
Closed -$223K – 1962
2021
Q2 		$223K Sell
1,158
-257
-18% -$52.3K ﹤0.01% 1799
2021
Q1 		$272K Buy
+1,415
New +$236K ﹤0.01% 1574
2020
Q4 		– Sell
-2,888
Closed -$282K – 1725
2020
Q3 		$282K Sell
2,888
-9,538
-77% -$858K ﹤0.01% 1388
2020
Q2 		$1.26M Sell
12,426
-4,116
-25% -$362K 0.01% 728
2020
Q1 		$1.26M Sell
16,542
-677
-4% -$80.2K 0.01% 639
2019
Q4 		$2.35M Sell
17,219
-293
-2% -$39.9K 0.01% 585
2019
Q3 		$2.17M Buy
17,512
+612
+4% +$78.6K 0.01% 572
2019
Q2 		$2.49M Sell
16,900
-358
-2% -$49.6K 0.01% 546
2019
Q1 		$2.18M Buy
17,258
+3,879
+29% +$505K 0.01% 595
2018
Q4 		$1.56M Buy
13,379
+7,151
+115% +$954K 0.01% 625
2018
Q3 		$1.09M Buy
6,228
+4,748
+321% +$931K 0.01% 799
2018
Q2 		$317K Sell
1,480
-8,219
-85% -$1.8M ﹤0.01% 1185
2018
Q1 		$2.25M Sell
9,699
-1,530
-14% -$394K 0.02% 457
2017
Q4 		$3.1M Buy
11,229
+3,440
+44% +$923K 0.02% 406
2017
Q3 		$1.93M Buy
7,789
+927
+14% +$231K 0.01% 475
2017
Q2 		$1.66M Buy
+6,862
New +$1.62M 0.01% 499
2016
Q3 		– Sell
-2,153
Closed -$408K – 1252
2016
Q2 		$408K Buy
2,153
+980
+84% +$191K ﹤0.01% 855
2016
Q1 		$224K Buy
+1,173
New +$204K ﹤0.01% 1040

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

JP Morgan Private Wealth Advisors's MHK Position: Q3 2021 in Review

JP Morgan Private Wealth Advisors sold out of Mohawk Industries (MHK) in Q3 2021, closing a stake of 1,158 shares — an estimated $223K sold.

JP Morgan Private Wealth Advisors first reported a position in MHK in Q1 2016 and held it in 18 quarters. The position peaked at $3.1M in Q4 2017. 493 funds tracked by Wall St. Rank hold MHK as of Q3 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Mohawk Industries position as of Q3 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 1,158 Mohawk Industries shares in Q3 2021, an estimated $223K.
  • JP Morgan Private Wealth Advisors first reported a position in Mohawk Industries in Q1 2016 and held it in 18 quarters.
  • JP Morgan Private Wealth Advisors's Mohawk Industries position peaked at $3.1M in Q4 2017.
  • 493 funds tracked by Wall St. Rank held Mohawk Industries as of Q3 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.