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Angeles Investment Advisors’s Sherwin-Williams SHW Stock Holding History

Angeles Investment Advisors’s Portfolio SHW Stock Details SHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-545
Closed -$208K – 218
2024
Q3 		$208K Buy
+545
New +$190K 0.01% 202
2022
Q1 		– Sell
-17,243
Closed -$6.07M – 198
2021
Q4 		$6.07M Sell
17,243
-1,162
-6% -$375K 0.3% 28
2021
Q3 		$5.15M Buy
18,405
+5,131
+39% +$1.5M 0.3% 31
2021
Q2 		$3.62M Buy
13,274
+1,574
+13% +$431K 0.23% 30
2021
Q1 		$2.88M Sell
11,700
-39
-0.3% -$9.29K 0.22% 25
2020
Q4 		$2.88M Buy
11,739
+1,074
+10% +$255K 0.29% 20
2020
Q3 		$2.48M Buy
10,665
+900
+9% +$197K 0.31% 18
2020
Q2 		$1.88M Sell
9,765
-1,713
-15% -$309K 0.27% 20
2020
Q1 		$2.06M Buy
11,478
+399
+4% +$72K 0.56% 18
2019
Q4 		$2.15M Sell
11,079
-1,737
-14% -$331K 0.43% 11
2019
Q3 		$2.35M Buy
12,816
+7,395
+136% +$1.26M 0.51% 10
2019
Q2 		$828K Buy
+5,421
New +$810K 0.2% 27

Other funds holding SHW

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Angeles Investment Advisors's SHW Position: Q4 2024 in Review

Angeles Investment Advisors sold out of Sherwin-Williams (SHW) in Q4 2024, closing a stake of 545 shares — an estimated $208K sold.

Angeles Investment Advisors first reported a position in SHW in Q2 2019 and held it in 12 quarters. The position peaked at $6.07M in Q4 2021. 1,678 funds tracked by Wall St. Rank hold SHW as of Q4 2024.

  • Angeles Investment Advisors reported no remaining Sherwin-Williams position as of Q4 2024 after selling out during the quarter.
  • Angeles Investment Advisors sold 545 Sherwin-Williams shares in Q4 2024, an estimated $208K.
  • Angeles Investment Advisors first reported a position in Sherwin-Williams in Q2 2019 and held it in 12 quarters.
  • Angeles Investment Advisors's Sherwin-Williams position peaked at $6.07M in Q4 2021.
  • 1,678 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2024.

Based on Angeles Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.