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Live Oak Private Wealth’s Mohawk Industries MHK Stock Holding History

Live Oak Private Wealth’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
2020
Q2 		– Sell
-3,416
Closed -$260K – 141
2020
Q1 		$260K Buy
3,416
+243
+8% +$28.8K 0.27% 60
2019
Q4 		$433K Buy
+3,173
New +$432K 0.42% 45

Other funds holding MHK

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Live Oak Private Wealth's MHK Position: Q2 2020 in Review

Live Oak Private Wealth sold out of Mohawk Industries (MHK) in Q2 2020, closing a stake of 3,416 shares — an estimated $260K sold.

Live Oak Private Wealth first reported a position in MHK in Q4 2019 and held it in 2 quarters. The position peaked at $433K in Q4 2019. 423 funds tracked by Wall St. Rank hold MHK as of Q2 2020.

  • Live Oak Private Wealth reported no remaining Mohawk Industries position as of Q2 2020 after selling out during the quarter.
  • Live Oak Private Wealth sold 3,416 Mohawk Industries shares in Q2 2020, an estimated $260K.
  • Live Oak Private Wealth first reported a position in Mohawk Industries in Q4 2019 and held it in 2 quarters.
  • Live Oak Private Wealth's Mohawk Industries position peaked at $433K in Q4 2019.
  • 423 funds tracked by Wall St. Rank held Mohawk Industries as of Q2 2020.

Based on Live Oak Private Wealth's 13F filing for Q2 2020, filed 3 Aug 2020.