Burleson & Co’s Sherwin-Williams SHW Stock Holding History

Burleson & Co’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
2022 Q3	–	Sell	-5	Closed	-$1K	–	480
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	396
2022 Q1	$1K	Buy	+5	New	+$1.38K	﹤0.01%	383

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

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

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Burleson & Co's SHW Position: Q3 2022 in Review

Burleson & Co sold out of Sherwin-Williams (SHW) in Q3 2022, closing a stake of 5 shares — an estimated $1K sold.

Burleson & Co first reported a position in SHW in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 1,260 funds tracked by Wall St. Rank hold SHW as of Q3 2022.

Burleson & Co reported no remaining Sherwin-Williams position as of Q3 2022 after selling out during the quarter.
Burleson & Co sold 5 Sherwin-Williams shares in Q3 2022, an estimated $1K.
Burleson & Co first reported a position in Sherwin-Williams in Q1 2022 and held it in 2 quarters.
Burleson & Co's Sherwin-Williams position peaked at $1K in Q2 2022.
1,260 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2022.

Based on Burleson & Co's 13F filing for Q3 2022, filed 17 Oct 2022.