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Realta Investment Advisors’s Mohawk Industries MHK Stock Holding History

Realta Investment Advisors’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
Q1 		– Sell
-1,603
Closed -$226K – 388
2020
Q4 		$226K Buy
+1,603
New +$193K 0.06% 291
2020
Q3 		– Sell
-2,250
Closed -$229K – 355
2020
Q2 		$229K Buy
+2,250
New +$198K 0.08% 290
2020
Q1 		– Sell
-2,886
Closed -$400K – 955
2019
Q4 		$400K Buy
2,886
+106
+4% +$14.4K 0.11% 215
2019
Q3 		$340K Buy
2,780
+20
+0.7% +$2.57K 0.09% 234
2019
Q2 		$406K Sell
2,760
-153
-5% -$21.2K 0.11% 207
2019
Q1 		$370K Buy
+2,913
New +$379K 0.17% 177

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

Realta Investment Advisors's MHK Position: Q1 2021 in Review

Realta Investment Advisors sold out of Mohawk Industries (MHK) in Q1 2021, closing a stake of 1,603 shares — an estimated $226K sold.

Realta Investment Advisors first reported a position in MHK in Q1 2019 and held it in 6 quarters. The position peaked at $406K in Q2 2019. 469 funds tracked by Wall St. Rank hold MHK as of Q1 2021.

  • Realta Investment Advisors reported no remaining Mohawk Industries position as of Q1 2021 after selling out during the quarter.
  • Realta Investment Advisors sold 1,603 Mohawk Industries shares in Q1 2021, an estimated $226K.
  • Realta Investment Advisors first reported a position in Mohawk Industries in Q1 2019 and held it in 6 quarters.
  • Realta Investment Advisors's Mohawk Industries position peaked at $406K in Q2 2019.
  • 469 funds tracked by Wall St. Rank held Mohawk Industries as of Q1 2021.

Based on Realta Investment Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.