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Annapolis Financial Services’s Sherwin-Williams SHW Stock Holding History

Annapolis Financial Services’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
Q3 		$348 Buy
+1
New +$349 ﹤0.01% 419
2022
Q2 		– Sell
-13
Closed -$3K – 486
2022
Q1 		$3K Buy
+13
New +$3.59K ﹤0.01% 391

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Annapolis Financial Services's SHW Position: Q3 2024 in Review

Annapolis Financial Services opened a new position in Sherwin-Williams (SHW) in Q3 2024: 1 share worth $348. The stake represents ﹤0.01% of the portfolio and ranks #419 among its holdings. This is a return to the name: Annapolis Financial Services previously reported a position in SHW as recently as Q1 2022.

Annapolis Financial Services first reported a position in SHW in Q1 2022 and has held it in 2 quarters since. The position peaked at $3K in Q1 2022. 1,645 funds tracked by Wall St. Rank hold SHW as of Q3 2024.

  • Annapolis Financial Services held 1 share of Sherwin-Williams worth $348 as of Q3 2024.
  • Sherwin-Williams was a new Annapolis Financial Services position in Q3 2024.
  • Sherwin-Williams made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #419 holding.
  • Annapolis Financial Services first reported a position in Sherwin-Williams in Q1 2022 and has held it in 2 quarters since.
  • Annapolis Financial Services's Sherwin-Williams position peaked at $3K in Q1 2022.
  • 1,645 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.