Crestmont Private Wealth’s Sherwin-Williams SHW Stock Holding History

Crestmont Private Wealth’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	-616	Closed	-$235K	–	113
2024 Q3	$235K	Buy	+616	New	+$215K	0.1%	77

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

Crestmont Private Wealth's SHW Position: Q4 2024 in Review

Crestmont Private Wealth sold out of Sherwin-Williams (SHW) in Q4 2024, closing a stake of 616 shares — an estimated $235K sold.

Crestmont Private Wealth first reported a position in SHW in Q3 2024 and held it in 1 quarter. The position peaked at $235K in Q3 2024. 1,678 funds tracked by Wall St. Rank hold SHW as of Q4 2024.

Crestmont Private Wealth reported no remaining Sherwin-Williams position as of Q4 2024 after selling out during the quarter.
Crestmont Private Wealth sold 616 Sherwin-Williams shares in Q4 2024, an estimated $235K.
Crestmont Private Wealth first reported a position in Sherwin-Williams in Q3 2024 and held it in 1 quarter.
Crestmont Private Wealth's Sherwin-Williams position peaked at $235K in Q3 2024.
1,678 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2024.

Based on Crestmont Private Wealth's 13F filing for Q4 2024, filed 14 Jan 2025.