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Partnership Wealth Management’s Mohawk Industries MHK Stock Holding History

Partnership 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
2024
Q4 		– Sell
-50
Closed -$8.03K – 137
2024
Q3 		$8.03K Sell
50
-5,177
-99% -$745K 0.01% 169
2024
Q2 		$594K Sell
5,227
-2,372
-31% -$276K 0.44% 48
2024
Q1 		$995K Sell
7,599
-2,670
-26% -$300K 0.7% 40
2023
Q4 		$1.07M Buy
+10,269
New +$899K 0.81% 35

Other funds holding MHK

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Partnership Wealth Management's MHK Position: Q4 2024 in Review

Partnership Wealth Management sold out of Mohawk Industries (MHK) in Q4 2024, closing a stake of 50 shares — an estimated $8.03K sold.

Partnership Wealth Management first reported a position in MHK in Q4 2023 and held it in 4 quarters. The position peaked at $1.07M in Q4 2023. 481 funds tracked by Wall St. Rank hold MHK as of Q4 2024.

  • Partnership Wealth Management reported no remaining Mohawk Industries position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 50 Mohawk Industries shares in Q4 2024, an estimated $8.03K.
  • Partnership Wealth Management first reported a position in Mohawk Industries in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Mohawk Industries position peaked at $1.07M in Q4 2023.
  • 481 funds tracked by Wall St. Rank held Mohawk Industries as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.