Atlas Private Wealth Management’s Sherwin-Williams SHW Stock Holding History

Atlas Private Wealth Management’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 Q1	$2.35M	Buy	6,777 +481	+8%	+$153K	0.99%	33
2023 Q4	$1.96M	Buy	6,296 +149	+2%	+$40.1K	0.92%	35
2023 Q3	$1.57M	Buy	6,147 +226	+4%	+$60.5K	0.84%	39
2023 Q2	$1.57M	Buy	+5,921	New	+$1.39M	0.83%	42
2022 Q1	–	Sell	-1,195	Closed	-$421K	–	129
2021 Q4	$421K	Sell	1,195 -150	-11%	-$48.5K	0.23%	101
2021 Q3	$376K	Buy	1,345 +1	+0.1%	+$293	0.23%	98
2021 Q2	$366K	Hold	1,344	–	–	0.23%	97
2021 Q1	$331K	Sell	1,344 -45	-3%	-$10.7K	0.21%	96
2020 Q4	$340K	Sell	1,389 -45	-3%	-$10.7K	0.24%	87
2020 Q3	$333K	Buy	1,434 +96	+7%	+$21K	0.26%	88
2020 Q2	$258K	Sell	1,338 -60	-4%	-$10.8K	0.21%	95
2020 Q1	$214K	Hold	1,398	–	–	0.2%	104
2019 Q4	$272K	Buy	+1,398	New	+$267K	0.21%	105

Other funds holding SHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Atlas Private Wealth Management's SHW Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Sherwin-Williams (SHW) stake by 7.6% in Q1 2024, buying an estimated $153K and bringing the position to 6,777 shares worth $2.35M. The position accounts for 0.99% of the portfolio, ranked #33.

Atlas Private Wealth Management first reported a position in SHW in Q4 2019 and has held it in 13 quarters since. 1,583 funds tracked by Wall St. Rank hold SHW as of Q1 2024.

Atlas Private Wealth Management held 6,777 shares of Sherwin-Williams worth $2.35M as of Q1 2024.
Atlas Private Wealth Management bought 481 Sherwin-Williams shares in Q1 2024, an estimated $153K.
Sherwin-Williams made up 0.99% of Atlas Private Wealth Management's portfolio in Q1 2024, its #33 holding.
Atlas Private Wealth Management first reported a position in Sherwin-Williams in Q4 2019 and has held it in 13 quarters since.
1,583 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.