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USA Financial Formulas’s Mohawk Industries MHK Stock Holding History

USA Financial Formulas’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
Q4 		– Sell
-2
Closed -$172 – 464
2023
Q3 		$172 Hold
2
– – ﹤0.01% 490
2023
Q2 		$206 Hold
2
– – ﹤0.01% 483
2023
Q1 		$200 Buy
+2
New +$218 ﹤0.01% 419
2022
Q3 		$0 Hold
2
– – ﹤0.01% 367
2022
Q2 		$0 Hold
2
– – ﹤0.01% 399
2022
Q1 		$0 Hold
2
– – ﹤0.01% 439
2021
Q4 		$0 Hold
2
– – ﹤0.01% 453
2021
Q3 		$0 Sell
2
-5,816
-100% -$1.13M ﹤0.01% 446
2021
Q2 		$1.12M Buy
+5,818
New +$1.18M 0.94% 36
2018
Q1 		– Sell
-10,395
Closed -$2.87M – 367
2017
Q4 		$2.87M Sell
10,395
-3,564
-26% -$956K 0.68% 68
2017
Q3 		$3.46M Buy
+13,959
New +$3.48M 0.82% 44
2015
Q3 		– Sell
-9,419
Closed -$1.8M – 162
2015
Q2 		$1.8M Buy
+9,419
New +$1.74M 0.55% 54

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

USA Financial Formulas's MHK Position: Q4 2023 in Review

USA Financial Formulas sold out of Mohawk Industries (MHK) in Q4 2023, closing a stake of 2 shares — an estimated $172 sold.

USA Financial Formulas first reported a position in MHK in Q2 2015 and held it in 12 quarters. The position peaked at $3.46M in Q3 2017. 421 funds tracked by Wall St. Rank hold MHK as of Q4 2023.

  • USA Financial Formulas reported no remaining Mohawk Industries position as of Q4 2023 after selling out during the quarter.
  • USA Financial Formulas sold 2 Mohawk Industries shares in Q4 2023, an estimated $172.
  • USA Financial Formulas first reported a position in Mohawk Industries in Q2 2015 and held it in 12 quarters.
  • USA Financial Formulas's Mohawk Industries position peaked at $3.46M in Q3 2017.
  • 421 funds tracked by Wall St. Rank held Mohawk Industries as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.