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Wilbanks Smith & Thomas Asset Management’s Mohawk Industries MHK Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q1 		$396K Hold
3,029
– – 0.01% 377
2023
Q4 		$314K Hold
3,029
– – 0.01% 418
2023
Q3 		$260K Buy
3,029
+200
+7% +$20.1K 0.01% 431
2023
Q2 		$292K Buy
2,829
+700
+33% +$68.6K 0.01% 418
2023
Q1 		$213K Sell
2,129
-570
-21% -$62.1K 0.01% 478
2022
Q4 		$276K Hold
2,699
– – 0.01% 401
2022
Q3 		$246K Buy
2,699
+525
+24% +$60.9K 0.01% 406
2022
Q2 		$270K Buy
+2,174
New +$289K 0.01% 396
2019
Q3 		– Sell
-1,546
Closed -$228K – 441
2019
Q2 		$228K Buy
+1,546
New +$214K 0.01% 375
2018
Q4 		– Sell
-1,515
Closed -$266K – 928
2018
Q3 		$266K Buy
1,515
+2
+0.1% +$392 0.02% 331
2018
Q2 		$324K Sell
1,513
-5
-0.3% -$1.09K 0.03% 248
2018
Q1 		$353K Hold
1,518
– – 0.03% 237
2017
Q4 		$419K Sell
1,518
-1
-0.1% -$268 0.03% 217
2017
Q3 		$376K Hold
1,519
– – 0.03% 223
2017
Q2 		$367K Hold
1,519
– – 0.03% 211
2017
Q1 		$349K Buy
1,519
+11
+0.7% +$2.42K 0.03% 211
2016
Q4 		$301K Buy
1,508
+8
+0.5% +$1.57K 0.03% 227
2016
Q3 		$301K Sell
1,500
-40
-3% -$8.22K 0.03% 219
2016
Q2 		$292K Buy
1,540
+25
+2% +$4.87K 0.03% 222
2016
Q1 		$289K Sell
1,515
-10
-0.7% -$1.74K 0.04% 219
2015
Q4 		$289K Hold
1,525
– – 0.03% 207
2015
Q3 		$277K Buy
1,525
+25
+2% +$4.95K 0.04% 208
2015
Q2 		$286K Hold
1,500
– – 0.03% 240
2015
Q1 		$279K Hold
1,500
– – 0.03% 238
2014
Q4 		$233K Hold
1,500
– – 0.02% 268
2014
Q3 		$202K Sell
1,500
-40
-3% -$5.5K 0.02% 269
2014
Q2 		$213K Buy
1,540
+40
+3% +$5.41K 0.02% 268
2014
Q1 		$204K Hold
1,500
– – 0.02% 267
2013
Q4 		$223K Buy
+1,500
New +$205K 0.03% 255

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's MHK Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management held its Mohawk Industries (MHK) position steady in Q1 2024 at 3,029 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #377.

Wilbanks Smith & Thomas Asset Management first reported a position in MHK in Q4 2013 and has held it in 29 quarters since. The position peaked at $419K in Q4 2017. 423 funds tracked by Wall St. Rank hold MHK as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 3,029 shares of Mohawk Industries worth $396K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management left its Mohawk Industries share count unchanged in Q1 2024.
  • Mohawk Industries made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #377 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Mohawk Industries in Q4 2013 and has held it in 29 quarters since.
  • Wilbanks Smith & Thomas Asset Management's Mohawk Industries position peaked at $419K in Q4 2017.
  • 423 funds tracked by Wall St. Rank held Mohawk Industries as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.