Berman Capital Advisors’s Sherwin-Williams SHW Stock Holding History

Berman Capital 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
2021 Q3	$437K	Buy	1,567 +9	+0.6%	+$2.63K	0.07%	149
2021 Q2	$423K	Buy	1,558 +178	+13%	+$48.8K	0.07%	133
2021 Q1	$339K	Buy	1,380 +624	+83%	+$149K	0.07%	132
2020 Q4	$185K	Buy	756 +42	+6%	+$9.96K	0.04%	177
2020 Q3	$165K	Sell	714 -9	-1%	-$1.97K	0.05%	167
2020 Q2	$138K	Buy	723 +21	+3%	+$3.79K	0.04%	187
2020 Q1	$105K	Buy	702 +108	+18%	+$19.5K	0.03%	188
2019 Q4	$115K	Sell	594 -117	-16%	-$22.3K	0.03%	207
2019 Q3	$129K	Buy	711 +339	+91%	+$57.7K	0.04%	182
2019 Q2	$56K	Buy	372 +66	+22%	+$9.86K	0.02%	287
2019 Q1	$43K	Buy	306 +90	+42%	+$12.5K	0.01%	301
2018 Q4	$28K	Buy	+216	New	+$29.1K	0.01%	324

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Berman Capital Advisors's SHW Position: Q3 2021 in Review

Berman Capital Advisors increased its Sherwin-Williams (SHW) stake by 0.58% in Q3 2021, buying an estimated $2.63K and bringing the position to 1,567 shares worth $437K. The position accounts for 0.07% of the portfolio, ranked #149.

Berman Capital Advisors first reported a position in SHW in Q4 2018 and has held it in 12 quarters since. 1,314 funds tracked by Wall St. Rank hold SHW as of Q3 2021.

Berman Capital Advisors held 1,567 shares of Sherwin-Williams worth $437K as of Q3 2021.
Berman Capital Advisors bought 9 Sherwin-Williams shares in Q3 2021, an estimated $2.63K.
Sherwin-Williams made up 0.07% of Berman Capital Advisors's portfolio in Q3 2021, its #149 holding.
Berman Capital Advisors first reported a position in Sherwin-Williams in Q4 2018 and has held it in 12 quarters since.
1,314 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.