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Wetzel Investment Advisors’s Mohawk Industries MHK Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-5
Closed -$654 – 589
2024
Q2 		$654 Hold
5
– – ﹤0.01% 848
2024
Q1 		$540 Hold
5
– – ﹤0.01% 971
2023
Q4 		$1K Buy
+5
New +$438 ﹤0.01% 950

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wetzel Investment Advisors's MHK Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Mohawk Industries (MHK) in Q3 2024, closing a stake of 5 shares — an estimated $654 sold.

Wetzel Investment Advisors first reported a position in MHK in Q4 2023 and held it in 3 quarters. The position peaked at $1K in Q4 2023. 497 funds tracked by Wall St. Rank hold MHK as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Mohawk Industries position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 5 Mohawk Industries shares in Q3 2024, an estimated $654.
  • Wetzel Investment Advisors first reported a position in Mohawk Industries in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Mohawk Industries position peaked at $1K in Q4 2023.
  • 497 funds tracked by Wall St. Rank held Mohawk Industries as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.