Kaizen Advisory’s Mohawk Industries MHK Stock Holding History

Kaizen Advisory’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 Q4	$18K	Sell	152 -6	-4%	-$800	0.01%	522
2018 Q3	$28K	Sell	158 -4,444	-97%	-$872K	0.01%	463
2018 Q2	$986K	Buy	4,602 +4,302	+1,434%	+$942K	0.5%	89
2018 Q1	$69K	Sell	300 -3,918	-93%	-$1.01M	0.07%	159
2017 Q4	$433K	Buy	+4,218	New	+$1.13M	0.26%	100

Other funds holding MHK

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Kaizen Advisory's MHK Position: Q4 2018 in Review

Kaizen Advisory reduced its Mohawk Industries (MHK) stake by 3.8% in Q4 2018, selling an estimated $800 and leaving 152 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #522.

Kaizen Advisory first reported a position in MHK in Q4 2017 and has held it in 5 quarters since. The position peaked at $986K in Q2 2018. 480 funds tracked by Wall St. Rank hold MHK as of Q4 2018.

Kaizen Advisory held 152 shares of Mohawk Industries worth $18K as of Q4 2018.
Kaizen Advisory sold 6 Mohawk Industries shares in Q4 2018, an estimated $800.
Mohawk Industries made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #522 holding.
Kaizen Advisory first reported a position in Mohawk Industries in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Mohawk Industries position peaked at $986K in Q2 2018.
480 funds tracked by Wall St. Rank held Mohawk Industries as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.