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SYSTM Wealth Solutions’s Mohawk Industries MHK Stock Holding History

SYSTM Wealth Solutions’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
Q1 		– Sell
-735
Closed -$76.1K – 1038
2023
Q4 		$76.1K Buy
+735
New +$64.3K 0.01% 503
2023
Q3 		– Sell
-6,582
Closed -$679K – 481
2023
Q2 		$679K Buy
6,582
+290
+5% +$28.4K 0.09% 269
2023
Q1 		$631K Sell
6,292
-811
-11% -$88.4K 0.1% 259
2022
Q4 		$726K Buy
+7,103
New +$697K 0.09% 276

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
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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

SYSTM Wealth Solutions's MHK Position: Q1 2024 in Review

SYSTM Wealth Solutions sold out of Mohawk Industries (MHK) in Q1 2024, closing a stake of 735 shares — an estimated $76.1K sold.

SYSTM Wealth Solutions first reported a position in MHK in Q4 2022 and held it in 4 quarters. The position peaked at $726K in Q4 2022. 422 funds tracked by Wall St. Rank hold MHK as of Q1 2024.

  • SYSTM Wealth Solutions reported no remaining Mohawk Industries position as of Q1 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 735 Mohawk Industries shares in Q1 2024, an estimated $76.1K.
  • SYSTM Wealth Solutions first reported a position in Mohawk Industries in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Mohawk Industries position peaked at $726K in Q4 2022.
  • 422 funds tracked by Wall St. Rank held Mohawk Industries as of Q1 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.