Claris Advisors’s Sherwin-Williams SHW Stock Holding History

Claris 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
2024 Q4	–	Sell	-78	Closed	-$29.8K	–	962
2024 Q3	$29.8K	Buy	+78	New	+$27.2K	0.01%	161

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Claris Advisors's SHW Position: Q4 2024 in Review

Claris Advisors sold out of Sherwin-Williams (SHW) in Q4 2024, closing a stake of 78 shares — an estimated $29.8K sold.

Claris Advisors first reported a position in SHW in Q3 2024 and held it in 1 quarter. The position peaked at $29.8K in Q3 2024. 1,678 funds tracked by Wall St. Rank hold SHW as of Q4 2024.

Claris Advisors reported no remaining Sherwin-Williams position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 78 Sherwin-Williams shares in Q4 2024, an estimated $29.8K.
Claris Advisors first reported a position in Sherwin-Williams in Q3 2024 and held it in 1 quarter.
Claris Advisors's Sherwin-Williams position peaked at $29.8K in Q3 2024.
1,678 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.