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Laurel Wealth Advisors (California)’s Mohawk Industries MHK Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$337K Sell
3,301
-264
-7% -$25.9K 0.03% 469
2022
Q3 		$325K Hold
3,565
– – 0.03% 464
2022
Q2 		$443K Sell
3,565
-858
-19% -$114K 0.05% 389
2022
Q1 		$549K Buy
4,423
+774
+21% +$116K 0.05% 382
2021
Q4 		$665K Buy
+3,649
New +$651K 0.05% 360

Other funds holding MHK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Laurel Wealth Advisors (California)'s MHK Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Mohawk Industries (MHK) stake by 7.4% in Q4 2022, selling an estimated $25.9K and leaving 3,301 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #469.

Laurel Wealth Advisors (California) first reported a position in MHK in Q4 2021 and has held it in 5 quarters since. The position peaked at $665K in Q4 2021. 418 funds tracked by Wall St. Rank hold MHK as of Q4 2022.

  • Laurel Wealth Advisors (California) held 3,301 shares of Mohawk Industries worth $337K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 264 Mohawk Industries shares in Q4 2022, an estimated $25.9K.
  • Mohawk Industries made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #469 holding.
  • Laurel Wealth Advisors (California) first reported a position in Mohawk Industries in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Mohawk Industries position peaked at $665K in Q4 2021.
  • 418 funds tracked by Wall St. Rank held Mohawk Industries as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.