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

Clear Point 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
-84
Closed -$32.1K – 461
2024
Q3 		$32.1K Hold
84
– – 0.02% 239
2024
Q2 		$25.1K Hold
84
– – 0.02% 252
2024
Q1 		$29.2K Hold
84
– – 0.02% 241
2023
Q4 		$26.2K Buy
+84
New +$22.6K 0.02% 237

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Clear Point Advisors's SHW Position: Q4 2024 in Review

Clear Point Advisors sold out of Sherwin-Williams (SHW) in Q4 2024, closing a stake of 84 shares — an estimated $32.1K sold.

Clear Point Advisors first reported a position in SHW in Q4 2023 and held it in 4 quarters. The position peaked at $32.1K in Q3 2024. 1,678 funds tracked by Wall St. Rank hold SHW as of Q4 2024.

  • Clear Point Advisors reported no remaining Sherwin-Williams position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 84 Sherwin-Williams shares in Q4 2024, an estimated $32.1K.
  • Clear Point Advisors first reported a position in Sherwin-Williams in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Sherwin-Williams position peaked at $32.1K in Q3 2024.
  • 1,678 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.