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Sowell Financial Services’s Mohawk Industries MHK Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-309
Closed -$69K – 1857
2021
Q1 		$69K Buy
309
+280
+966% +$46.7K ﹤0.01% 1518
2020
Q4 		$4K Hold
29
– – ﹤0.01% 2337
2020
Q3 		$3K Sell
29
-49
-63% -$4.41K ﹤0.01% 2139
2020
Q2 		$8K Sell
78
-417
-84% -$36.7K ﹤0.01% 1769
2020
Q1 		$38K Sell
495
-360
-42% -$42.6K ﹤0.01% 1139
2019
Q4 		$117K Sell
855
-875
-51% -$119K 0.01% 866
2019
Q3 		$215K Buy
+1,730
New +$222K 0.02% 619
2017
Q2 		– Sell
-972
Closed -$229K – 273
2017
Q1 		$229K Sell
972
-11
-1% -$2.42K 0.07% 221
2016
Q4 		$220K Buy
+983
New +$193K 0.07% 180

Other funds holding MHK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's MHK Position: Q2 2021 in Review

Sowell Financial Services sold out of Mohawk Industries (MHK) in Q2 2021, closing a stake of 309 shares — an estimated $69K sold.

Sowell Financial Services first reported a position in MHK in Q4 2016 and held it in 9 quarters. The position peaked at $229K in Q1 2017. 513 funds tracked by Wall St. Rank hold MHK as of Q2 2021.

  • Sowell Financial Services reported no remaining Mohawk Industries position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 309 Mohawk Industries shares in Q2 2021, an estimated $69K.
  • Sowell Financial Services first reported a position in Mohawk Industries in Q4 2016 and held it in 9 quarters.
  • Sowell Financial Services's Mohawk Industries position peaked at $229K in Q1 2017.
  • 513 funds tracked by Wall St. Rank held Mohawk Industries as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.