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Blue Chip Partners’s Sherwin-Williams SHW Stock Holding History

Blue Chip Partners’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
-297
Closed -$113K – 199
2024
Q3 		$113K Buy
+297
New +$104K 0.01% 183
2024
Q2 		– Sell
-296
Closed -$103K – 195
2024
Q1 		$103K Buy
+296
New +$94.3K 0.01% 186

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

Blue Chip Partners's SHW Position: Q4 2024 in Review

Blue Chip Partners sold out of Sherwin-Williams (SHW) in Q4 2024, closing a stake of 297 shares — an estimated $113K sold.

Blue Chip Partners first reported a position in SHW in Q1 2024 and held it in 2 quarters. The position peaked at $113K in Q3 2024. 1,678 funds tracked by Wall St. Rank hold SHW as of Q4 2024.

  • Blue Chip Partners reported no remaining Sherwin-Williams position as of Q4 2024 after selling out during the quarter.
  • Blue Chip Partners sold 297 Sherwin-Williams shares in Q4 2024, an estimated $113K.
  • Blue Chip Partners first reported a position in Sherwin-Williams in Q1 2024 and held it in 2 quarters.
  • Blue Chip Partners's Sherwin-Williams position peaked at $113K in Q3 2024.
  • 1,678 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2024.

Based on Blue Chip Partners's 13F filing for Q4 2024, filed 31 Jan 2025.