Optimal Asset Management’s Mohawk Industries MHK Stock Holding History

Optimal Asset 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
2021 Q3	$403K	Buy	2,272 +4	+0.2%	+$775	0.05%	320
2021 Q2	$436K	Hold	2,268	–	–	0.05%	317
2021 Q1	$436K	Sell	2,268 -700	-24%	-$117K	0.06%	308
2020 Q4	$418K	Buy	2,968 +7	+0.2%	+$844	0.06%	363
2020 Q3	$289K	Buy	+2,961	New	+$266K	0.04%	381
2020 Q2	–	Sell	-6,418	Closed	-$489	–	418
2020 Q1	$489	Buy	6,418 +3,881	+153%	+$460K	0.05%	364
2019 Q4	$346K	Buy	+2,537	New	+$345K	0.05%	357

Other funds holding MHK

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

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

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

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimal Asset Management's MHK Position: Q3 2021 in Review

Optimal Asset Management increased its Mohawk Industries (MHK) stake by 0.18% in Q3 2021, buying an estimated $775 and bringing the position to 2,272 shares worth $403K. The position accounts for 0.05% of the portfolio, ranked #320.

Optimal Asset Management first reported a position in MHK in Q4 2019 and has held it in 7 quarters since. The position peaked at $436K in Q2 2021. 493 funds tracked by Wall St. Rank hold MHK as of Q3 2021.

Optimal Asset Management held 2,272 shares of Mohawk Industries worth $403K as of Q3 2021.
Optimal Asset Management bought 4 Mohawk Industries shares in Q3 2021, an estimated $775.
Mohawk Industries made up 0.05% of Optimal Asset Management's portfolio in Q3 2021, its #320 holding.
Optimal Asset Management first reported a position in Mohawk Industries in Q4 2019 and has held it in 7 quarters since.
Optimal Asset Management's Mohawk Industries position peaked at $436K in Q2 2021.
493 funds tracked by Wall St. Rank held Mohawk Industries as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.