C2C Wealth Management’s Sherwin-Williams SHW Stock Holding History

C2C 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
2023 Q4	–	Sell	-858	Closed	-$216K	–	207
2023 Q3	$216K	Hold	858	–	–	0.03%	216
2023 Q2	$230K	Buy	+858	New	+$202K	0.03%	225
2023 Q1	–	Sell	-858	Closed	-$202K	–	243
2022 Q4	$202K	Buy	+858	New	+$198K	0.04%	163
2022 Q3	–	Sell	-900	Closed	-$223K	–	185
2022 Q2	$223K	Hold	900	–	–	0.04%	165
2022 Q1	$229K	Hold	900	–	–	0.04%	181
2021 Q4	$317K	Buy	+900	New	+$291K	0.05%	168

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

C2C Wealth Management's SHW Position: Q4 2023 in Review

C2C Wealth Management sold out of Sherwin-Williams (SHW) in Q4 2023, closing a stake of 858 shares — an estimated $216K sold.

C2C Wealth Management first reported a position in SHW in Q4 2021 and held it in 6 quarters. The position peaked at $317K in Q4 2021. 1,510 funds tracked by Wall St. Rank hold SHW as of Q4 2023.

C2C Wealth Management reported no remaining Sherwin-Williams position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 858 Sherwin-Williams shares in Q4 2023, an estimated $216K.
C2C Wealth Management first reported a position in Sherwin-Williams in Q4 2021 and held it in 6 quarters.
C2C Wealth Management's Sherwin-Williams position peaked at $317K in Q4 2021.
1,510 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.