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Valeo Financial Advisors’s Mohawk Industries MHK Stock Holding History

Valeo Financial Advisors’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
-10
Closed -$2K – 1278
2021
Q1 		$2K Buy
+10
New +$1.67K ﹤0.01% 1808
2020
Q3 		– Sell
-59
Closed -$6K – 1924
2020
Q2 		$6K Buy
59
+27
+84% +$2.38K ﹤0.01% 1459
2020
Q1 		$3K Sell
32
-70
-69% -$8.29K ﹤0.01% 1429
2019
Q4 		$14K Buy
102
+18
+21% +$2.45K ﹤0.01% 1005
2019
Q3 		$10K Hold
84
– – ﹤0.01% 1026
2019
Q2 		$12K Hold
84
– – ﹤0.01% 978
2019
Q1 		$11K Hold
84
– – ﹤0.01% 940
2018
Q4 		$10K Sell
84
-13
-13% -$1.73K ﹤0.01% 883
2018
Q3 		$12K Buy
97
+70
+259% +$13.7K ﹤0.01% 917
2018
Q2 		$5K Hold
27
– – ﹤0.01% 1140
2018
Q1 		$6K Hold
27
– – ﹤0.01% 1083
2017
Q4 		$7K Buy
27
+19
+238% +$5.1K ﹤0.01% 919
2017
Q3 		$2K Buy
+8
New +$1.99K ﹤0.01% 1027

Other funds holding MHK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valeo Financial Advisors's MHK Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Mohawk Industries (MHK) in Q2 2021, closing a stake of 10 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in MHK in Q3 2017 and held it in 13 quarters. The position peaked at $14K in Q4 2019. 512 funds tracked by Wall St. Rank hold MHK as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Mohawk Industries position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 10 Mohawk Industries shares in Q2 2021, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Mohawk Industries in Q3 2017 and held it in 13 quarters.
  • Valeo Financial Advisors's Mohawk Industries position peaked at $14K in Q4 2019.
  • 512 funds tracked by Wall St. Rank held Mohawk Industries as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.