PF
MHK icon

Phoenix Financial’s Mohawk Industries MHK Stock Holding History

Phoenix Financial’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
Q3 		– Sell
-367,622
Closed -$41.8M – 392
2024
Q2 		$41.8M Sell
367,622
-665,847
-64% -$77.4M 0.64% 37
2024
Q1 		$135M Buy
1,033,469
+946,515
+1,089% +$106M 1.87% 11
2023
Q4 		$9.84M Buy
+86,954
New +$7.61M 0.16% 72
2020
Q2 		– Sell
-156,700
Closed -$11.7M – 343
2020
Q1 		$11.7M Hold
156,700
– – 0.59% 54
2019
Q4 		$21.2M Sell
156,700
-9,800
-6% -$1.33M 0.89% 51
2019
Q3 		$19.7M Buy
+166,500
New +$21.4M 0.93% 42

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phoenix Financial's MHK Position: Q3 2024 in Review

Phoenix Financial sold out of Mohawk Industries (MHK) in Q3 2024, closing a stake of 367,622 shares — an estimated $41.8M sold.

Phoenix Financial first reported a position in MHK in Q3 2019 and held it in 6 quarters. The position peaked at $135M in Q1 2024. 497 funds tracked by Wall St. Rank hold MHK as of Q3 2024.

  • Phoenix Financial reported no remaining Mohawk Industries position as of Q3 2024 after selling out during the quarter.
  • Phoenix Financial sold 367,622 Mohawk Industries shares in Q3 2024, an estimated $41.8M.
  • Phoenix Financial first reported a position in Mohawk Industries in Q3 2019 and held it in 6 quarters.
  • Phoenix Financial's Mohawk Industries position peaked at $135M in Q1 2024.
  • 497 funds tracked by Wall St. Rank held Mohawk Industries as of Q3 2024.

Based on Phoenix Financial's 13F filing for Q3 2024, filed 5 Nov 2024.