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Legacy Financial Advisors’s Mohawk Industries MHK Stock Holding History

Legacy Financial 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
Q2 		– Sell
-1,325
Closed -$255K – 178
2021
Q1 		$255K Buy
+1,325
New +$221K 0.07% 130
2019
Q2 		– Sell
-1,300
Closed -$164K – 597
2019
Q1 		$164K Hold
1,300
– – 0.06% 119
2018
Q4 		$152K Buy
1,300
+967
+290% +$129K 0.06% 116
2018
Q3 		$58K Sell
333
-7
-2% -$1.37K 0.02% 234
2018
Q2 		$76K Buy
340
+3
+0.9% +$657 0.03% 198
2018
Q1 		$80K Sell
337
-6
-2% -$1.55K 0.03% 191
2017
Q4 		$94K Buy
+343
New +$92K 0.04% 182

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

Legacy Financial Advisors's MHK Position: Q2 2021 in Review

Legacy Financial Advisors sold out of Mohawk Industries (MHK) in Q2 2021, closing a stake of 1,325 shares — an estimated $255K sold.

Legacy Financial Advisors first reported a position in MHK in Q4 2017 and held it in 7 quarters. The position peaked at $255K in Q1 2021. 512 funds tracked by Wall St. Rank hold MHK as of Q2 2021.

  • Legacy Financial Advisors reported no remaining Mohawk Industries position as of Q2 2021 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,325 Mohawk Industries shares in Q2 2021, an estimated $255K.
  • Legacy Financial Advisors first reported a position in Mohawk Industries in Q4 2017 and held it in 7 quarters.
  • Legacy Financial Advisors's Mohawk Industries position peaked at $255K in Q1 2021.
  • 512 funds tracked by Wall St. Rank held Mohawk Industries as of Q2 2021.

Based on Legacy Financial Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.