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Long Island Wealth Management’s Mohawk Industries MHK Stock Holding History

Long Island Wealth Management’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
2024
Q1 		– Sell
-5
Closed -$1K – 271
2023
Q4 		$1K Buy
+5
New +$438 ﹤0.01% 395

Other funds holding MHK

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Long Island Wealth Management's MHK Position: Q1 2024 in Review

Long Island Wealth Management sold out of Mohawk Industries (MHK) in Q1 2024, closing a stake of 5 shares — an estimated $1K sold.

Long Island Wealth Management first reported a position in MHK in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 422 funds tracked by Wall St. Rank hold MHK as of Q1 2024.

  • Long Island Wealth Management reported no remaining Mohawk Industries position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 5 Mohawk Industries shares in Q1 2024, an estimated $1K.
  • Long Island Wealth Management first reported a position in Mohawk Industries in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Mohawk Industries position peaked at $1K in Q4 2023.
  • 422 funds tracked by Wall St. Rank held Mohawk Industries as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.