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LVW Advisors’s Mohawk Industries MHK Stock Holding History

LVW 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
2022
Q3 		– Sell
-1,754
Closed -$218K – 232
2022
Q2 		$218K Buy
1,754
+70
+4% +$9.29K 0.04% 216
2022
Q1 		$209K Hold
1,684
– – 0.04% 224
2021
Q4 		$307K Sell
1,684
-39
-2% -$6.96K 0.05% 193
2021
Q3 		$306K Hold
1,723
– – 0.05% 190
2021
Q2 		$331K Hold
1,723
– – 0.06% 176
2021
Q1 		$331K Sell
1,723
-142
-8% -$23.7K 0.06% 175
2020
Q4 		$263K Buy
+1,865
New +$225K 0.05% 180
2020
Q1 		– Sell
-1,472
Closed -$201K – 184
2019
Q4 		$201K Buy
+1,472
New +$200K 0.05% 176
2019
Q3 		– Sell
-1,472
Closed -$217K – 178
2019
Q2 		$217K Buy
+1,472
New +$204K 0.06% 150

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

LVW Advisors's MHK Position: Q3 2022 in Review

LVW Advisors sold out of Mohawk Industries (MHK) in Q3 2022, closing a stake of 1,754 shares — an estimated $218K sold.

LVW Advisors first reported a position in MHK in Q2 2019 and held it in 9 quarters. The position peaked at $331K in Q2 2021. 430 funds tracked by Wall St. Rank hold MHK as of Q3 2022.

  • LVW Advisors reported no remaining Mohawk Industries position as of Q3 2022 after selling out during the quarter.
  • LVW Advisors sold 1,754 Mohawk Industries shares in Q3 2022, an estimated $218K.
  • LVW Advisors first reported a position in Mohawk Industries in Q2 2019 and held it in 9 quarters.
  • LVW Advisors's Mohawk Industries position peaked at $331K in Q2 2021.
  • 430 funds tracked by Wall St. Rank held Mohawk Industries as of Q3 2022.

Based on LVW Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.