NFG
MHK icon

Next Financial Group’s Mohawk Industries MHK Stock Holding History

Next Financial Group’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
2021
Q4 		$4K Sell
22
-257
-92% -$45.9K ﹤0.01% 2475
2021
Q3 		$49K Buy
279
+197
+240% +$38.2K ﹤0.01% 1414
2021
Q2 		$16K Hold
82
– – ﹤0.01% 1834
2021
Q1 		$16K Buy
82
+57
+228% +$9.5K ﹤0.01% 1720
2020
Q4 		$4K Hold
25
– – ﹤0.01% 2039
2020
Q3 		$2K Buy
+25
New +$2.25K ﹤0.01% 2030
2020
Q2 		– Sell
-25
Closed -$2K – 1367
2020
Q1 		$2K Sell
25
-26
-51% -$3.08K ﹤0.01% 1936
2019
Q4 		$7K Buy
51
+5
+11% +$680 ﹤0.01% 1883
2019
Q3 		$6K Sell
46
-44
-49% -$5.65K ﹤0.01% 1869
2019
Q2 		$13K Sell
90
-11
-11% -$1.52K ﹤0.01% 1608
2019
Q1 		$13K Buy
+101
New +$13.1K ﹤0.01% 1060
2017
Q4 		– Sell
-140
Closed -$36K – 944
2017
Q3 		$36K Buy
140
+55
+65% +$13.7K 0.01% 793
2017
Q2 		$21K Buy
85
+35
+70% +$8.26K 0.01% 1057
2017
Q1 		$12K Buy
+50
New +$11K ﹤0.01% 1218

Other funds holding MHK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's MHK Position: Q4 2021 in Review

Next Financial Group reduced its Mohawk Industries (MHK) stake by 92% in Q4 2021, selling an estimated $45.9K and leaving 22 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #2475.

Next Financial Group first reported a position in MHK in Q1 2017 and has held it in 14 quarters since. The position peaked at $49K in Q3 2021. 486 funds tracked by Wall St. Rank hold MHK as of Q4 2021.

  • Next Financial Group held 22 shares of Mohawk Industries worth $4K as of Q4 2021.
  • Next Financial Group sold 257 Mohawk Industries shares in Q4 2021, an estimated $45.9K.
  • Mohawk Industries made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2475 holding.
  • Next Financial Group first reported a position in Mohawk Industries in Q1 2017 and has held it in 14 quarters since.
  • Next Financial Group's Mohawk Industries position peaked at $49K in Q3 2021.
  • 486 funds tracked by Wall St. Rank held Mohawk Industries as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.