CWM
SHW icon

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

Cedar 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
2024
Q3 		– Sell
-21
Closed -$6.27K – 297
2024
Q2 		$6.27K Sell
21
-9
-30% -$2.78K ﹤0.01% 251
2024
Q1 		$10.4K Buy
+30
New +$9.56K ﹤0.01% 253

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cedar Wealth Management's SHW Position: Q3 2024 in Review

Cedar Wealth Management sold out of Sherwin-Williams (SHW) in Q3 2024, closing a stake of 21 shares — an estimated $6.27K sold.

Cedar Wealth Management first reported a position in SHW in Q1 2024 and held it in 2 quarters. The position peaked at $10.4K in Q1 2024. 1,645 funds tracked by Wall St. Rank hold SHW as of Q3 2024.

  • Cedar Wealth Management reported no remaining Sherwin-Williams position as of Q3 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 21 Sherwin-Williams shares in Q3 2024, an estimated $6.27K.
  • Cedar Wealth Management first reported a position in Sherwin-Williams in Q1 2024 and held it in 2 quarters.
  • Cedar Wealth Management's Sherwin-Williams position peaked at $10.4K in Q1 2024.
  • 1,645 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2024.

Based on Cedar Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.