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Waddell & Reed Financial’s Mohawk Industries MHK Stock Holding History

Waddell & Reed Financial’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
2018
Q4 		– Sell
-465,214
Closed -$81.6M – 524
2018
Q3 		$81.6M Buy
465,214
+63,550
+16% +$12.5M 0.18% 148
2018
Q2 		$86.1M Buy
401,664
+132,126
+49% +$28.9M 0.2% 137
2018
Q1 		$62.6M Buy
+269,538
New +$69.4M 0.14% 168

Other funds holding MHK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Waddell & Reed Financial's MHK Position: Q4 2018 in Review

Waddell & Reed Financial sold out of Mohawk Industries (MHK) in Q4 2018, closing a stake of 465,214 shares — an estimated $81.6M sold.

Waddell & Reed Financial first reported a position in MHK in Q1 2018 and held it in 3 quarters. The position peaked at $86.1M in Q2 2018. 480 funds tracked by Wall St. Rank hold MHK as of Q4 2018.

  • Waddell & Reed Financial reported no remaining Mohawk Industries position as of Q4 2018 after selling out during the quarter.
  • Waddell & Reed Financial sold 465,214 Mohawk Industries shares in Q4 2018, an estimated $81.6M.
  • Waddell & Reed Financial first reported a position in Mohawk Industries in Q1 2018 and held it in 3 quarters.
  • Waddell & Reed Financial's Mohawk Industries position peaked at $86.1M in Q2 2018.
  • 480 funds tracked by Wall St. Rank held Mohawk Industries as of Q4 2018.

Based on Waddell & Reed Financial's 13F filing for Q4 2018, filed 14 Feb 2019.