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Berkshire Money Management’s Sherwin-Williams SHW Stock Holding History

Berkshire Money 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
2020
Q1 		– Sell
-1,209
Closed -$235K – 81
2019
Q4 		$235K Hold
1,209
– – 0.05% 34
2019
Q3 		$222K Sell
1,209
-3,519
-74% -$599K 0.05% 33
2019
Q2 		$722K Sell
4,728
-108
-2% -$16.1K 0.15% 25
2019
Q1 		$694K Buy
4,836
+15
+0.3% +$2.09K 0.15% 22
2018
Q4 		$632K Buy
4,821
+9
+0.2% +$1.21K 0.16% 21
2018
Q3 		$730K Sell
4,812
-81
-2% -$12K 0.16% 16
2018
Q2 		$674K Buy
4,893
+12
+0.2% +$1.55K 0.16% 18
2018
Q1 		$638K Sell
4,881
-90
-2% -$12.3K 0.16% 20
2017
Q4 		$679K Buy
4,971
+12
+0.2% +$1.58K 0.17% 19
2017
Q3 		$653K Sell
4,959
-108
-2% -$12.4K 0.17% 19
2017
Q2 		$593K Buy
5,067
+102
+2% +$11.4K 0.17% 19
2017
Q1 		$513K Buy
4,965
+12
+0.2% +$1.21K 0.15% 18
2016
Q4 		$444K Buy
+4,953
New +$438K 0.13% 19
2016
Q3 		– Sell
-5,514
Closed -$540K – 26
2016
Q2 		$540K Buy
5,514
+18
+0.3% +$1.75K 0.19% 20
2016
Q1 		$522K Buy
5,496
+1,170
+27% +$102K 0.16% 17
2015
Q4 		$374K Buy
+4,326
New +$374K 0.11% 17

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Berkshire Money Management's SHW Position: Q1 2020 in Review

Berkshire Money Management sold out of Sherwin-Williams (SHW) in Q1 2020, closing a stake of 1,209 shares — an estimated $235K sold.

Berkshire Money Management first reported a position in SHW in Q4 2015 and held it in 16 quarters. The position peaked at $730K in Q3 2018. 1,040 funds tracked by Wall St. Rank hold SHW as of Q1 2020.

  • Berkshire Money Management reported no remaining Sherwin-Williams position as of Q1 2020 after selling out during the quarter.
  • Berkshire Money Management sold 1,209 Sherwin-Williams shares in Q1 2020, an estimated $235K.
  • Berkshire Money Management first reported a position in Sherwin-Williams in Q4 2015 and held it in 16 quarters.
  • Berkshire Money Management's Sherwin-Williams position peaked at $730K in Q3 2018.
  • 1,040 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2020.

Based on Berkshire Money Management's 13F filing for Q1 2020, filed 15 Apr 2020.