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Sheets Smith Wealth Management’s Mohawk Industries MHK Stock Holding History

Sheets Smith 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
2015
Q4 		– Sell
-4,054
Closed -$737K – 237
2015
Q3 		$737K Buy
+4,054
New +$803K 0.25% 113
2014
Q1 		– Sell
-6,998
Closed -$1.04M – 270
2013
Q4 		$1.04M Buy
6,998
+632
+10% +$86.3K 0.29% 89
2013
Q3 		$829K Buy
6,366
+354
+6% +$43.2K 0.27% 100
2013
Q2 		$676K Buy
+6,012
New +$678K 0.23% 122

Other funds holding MHK

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return