NewEdge Wealth’s Mohawk Industries MHK Stock Holding History

NewEdge 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
2023 Q3	–	Sell	-2,300	Closed	-$237K	–	659
2023 Q2	$237K	Sell	2,300 -101	-4%	-$9.9K	0.01%	579
2023 Q1	$241K	Buy	2,401 +98	+4%	+$10.7K	0.01%	546
2022 Q4	$235K	Buy	2,303 +3	+0.1%	+$294	0.01%	490
2022 Q3	$210K	Buy	+2,300	New	+$267K	0.01%	486

Other funds holding MHK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

NewEdge Wealth's MHK Position: Q3 2023 in Review

NewEdge Wealth sold out of Mohawk Industries (MHK) in Q3 2023, closing a stake of 2,300 shares — an estimated $237K sold.

NewEdge Wealth first reported a position in MHK in Q3 2022 and held it in 4 quarters. The position peaked at $241K in Q1 2023. 424 funds tracked by Wall St. Rank hold MHK as of Q3 2023.

NewEdge Wealth reported no remaining Mohawk Industries position as of Q3 2023 after selling out during the quarter.
NewEdge Wealth sold 2,300 Mohawk Industries shares in Q3 2023, an estimated $237K.
NewEdge Wealth first reported a position in Mohawk Industries in Q3 2022 and held it in 4 quarters.
NewEdge Wealth's Mohawk Industries position peaked at $241K in Q1 2023.
424 funds tracked by Wall St. Rank held Mohawk Industries as of Q3 2023.

Based on NewEdge Wealth's 13F filing for Q3 2023, filed 8 Nov 2023.