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Trajan Wealth’s Mohawk Industries MHK Stock Holding History

Trajan Wealth’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
Q4 		– Sell
-1,517
Closed -$244K – 185
2024
Q3 		$244K Sell
1,517
-249
-14% -$35.8K 0.01% 155
2024
Q2 		$201K Sell
1,766
-137
-7% -$15.9K 0.01% 159
2024
Q1 		$249K Buy
+1,903
New +$214K 0.02% 147

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
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Trajan Wealth's MHK Position: Q4 2024 in Review

Trajan Wealth sold out of Mohawk Industries (MHK) in Q4 2024, closing a stake of 1,517 shares — an estimated $244K sold.

Trajan Wealth first reported a position in MHK in Q1 2024 and held it in 3 quarters. The position peaked at $249K in Q1 2024. 481 funds tracked by Wall St. Rank hold MHK as of Q4 2024.

  • Trajan Wealth reported no remaining Mohawk Industries position as of Q4 2024 after selling out during the quarter.
  • Trajan Wealth sold 1,517 Mohawk Industries shares in Q4 2024, an estimated $244K.
  • Trajan Wealth first reported a position in Mohawk Industries in Q1 2024 and held it in 3 quarters.
  • Trajan Wealth's Mohawk Industries position peaked at $249K in Q1 2024.
  • 481 funds tracked by Wall St. Rank held Mohawk Industries as of Q4 2024.

Based on Trajan Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.