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Modera Wealth Management’s Mohawk Industries MHK Stock Holding History

Modera 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
2022
Q1 		– Sell
-1,218
Closed -$222K – 504
2021
Q4 		$222K Buy
+1,218
New +$217K 0.01% 531

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Modera Wealth Management's MHK Position: Q1 2022 in Review

Modera Wealth Management sold out of Mohawk Industries (MHK) in Q1 2022, closing a stake of 1,218 shares — an estimated $222K sold.

Modera Wealth Management first reported a position in MHK in Q4 2021 and held it in 1 quarter. The position peaked at $222K in Q4 2021. 443 funds tracked by Wall St. Rank hold MHK as of Q1 2022.

  • Modera Wealth Management reported no remaining Mohawk Industries position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 1,218 Mohawk Industries shares in Q1 2022, an estimated $222K.
  • Modera Wealth Management first reported a position in Mohawk Industries in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's Mohawk Industries position peaked at $222K in Q4 2021.
  • 443 funds tracked by Wall St. Rank held Mohawk Industries as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.