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Steward Financial Group’s Mohawk Industries MHK Stock Holding History

Steward Financial Group’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
2023
Q3 		$4K Buy
+57
New +$5.74K ﹤0.01% 739
2022
Q3 		– Sell
-12
Closed -$1K – 823
2022
Q2 		$1K Buy
+12
New +$1.59K ﹤0.01% 796

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Steward Financial Group's MHK Position: Q3 2023 in Review

Steward Financial Group opened a new position in Mohawk Industries (MHK) in Q3 2023: 57 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #739 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MHK as recently as Q2 2022.

Steward Financial Group first reported a position in MHK in Q2 2022 and has held it in 2 quarters since. 424 funds tracked by Wall St. Rank hold MHK as of Q3 2023.

  • Steward Financial Group held 57 shares of Mohawk Industries worth $4K as of Q3 2023.
  • Mohawk Industries was a new Steward Financial Group position in Q3 2023.
  • Mohawk Industries made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #739 holding.
  • Steward Financial Group first reported a position in Mohawk Industries in Q2 2022 and has held it in 2 quarters since.
  • 424 funds tracked by Wall St. Rank held Mohawk Industries as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.