Clear Perspective Advisors’s Sherwin-Williams SHW Stock Holding History

Clear Perspective 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
2021 Q4	$1.48M	Hold	4,201	–	–	0.45%	42
2021 Q3	$1.18M	Hold	4,201	–	–	0.4%	44
2021 Q2	$1.15M	Sell	4,201 -140	-3%	-$38.4K	0.4%	47
2021 Q1	$1.07M	Sell	4,341 -210	-5%	-$50K	0.42%	47
2020 Q4	$1.11M	Buy	4,551 +51	+1%	+$12.1K	0.46%	42
2020 Q3	$211	Hold	4,500	–	–	0.1%	128
2020 Q2	$867K	Sell	4,500 -450	-9%	-$81.1K	0.47%	38
2020 Q1	$758K	Sell	4,950 -150	-3%	-$27.1K	0.51%	39
2019 Q4	$992K	Sell	5,100 -300	-6%	-$57.2K	0.61%	43
2019 Q3	$990K	Hold	5,400	–	–	0.45%	50
2019 Q2	$825K	Sell	5,400 -300	-5%	-$44.8K	0.53%	48
2019 Q1	$856K	Hold	5,700	–	–	0.61%	44
2018 Q4	$748K	Hold	5,700	–	–	0.62%	42
2018 Q3	$865K	Hold	5,700	–	–	0.64%	46
2018 Q2	$774K	Sell	5,700 -600	-10%	-$77.6K	0.54%	49
2018 Q1	$823K	Hold	6,300	–	–	0.61%	37
2017 Q4	$861K	Hold	6,300	–	–	0.66%	35
2017 Q3	$752K	Hold	6,300	–	–	0.61%	42
2017 Q2	$737K	Hold	6,300	–	–	0.62%	44
2017 Q1	$651K	Sell	6,300 -450	-7%	-$45.3K	0.43%	53
2016 Q4	$605K	Buy	+6,750	New	+$597K	0.4%	61

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Clear Perspective Advisors's SHW Position: Q4 2021 in Review

Clear Perspective Advisors held its Sherwin-Williams (SHW) position steady in Q4 2021 at 4,201 shares worth $1.48M. The position accounts for 0.45% of the portfolio, ranked #42.

Clear Perspective Advisors first reported a position in SHW in Q4 2016 and has held it in 21 quarters since. 1,443 funds tracked by Wall St. Rank hold SHW as of Q4 2021.

Clear Perspective Advisors held 4,201 shares of Sherwin-Williams worth $1.48M as of Q4 2021.
Clear Perspective Advisors left its Sherwin-Williams share count unchanged in Q4 2021.
Sherwin-Williams made up 0.45% of Clear Perspective Advisors's portfolio in Q4 2021, its #42 holding.
Clear Perspective Advisors first reported a position in Sherwin-Williams in Q4 2016 and has held it in 21 quarters since.
1,443 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.