CWM
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Curi Wealth Management’s Sherwin-Williams SHW Stock Holding History

Curi 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
2022
Q3 		– Sell
-451
Closed -$101K – 604
2022
Q2 		$101K Buy
451
+1
+0.2% +$257 0.02% 174
2022
Q1 		$112K Buy
450
+385
+592% +$106K 0.02% 151
2021
Q4 		$22K Buy
+65
New +$21K ﹤0.01% 242
2021
Q1 		– Sell
-12
Closed -$2K – 417
2020
Q4 		$2K Buy
+12
New +$2.85K ﹤0.01% 340

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Curi Wealth Management's SHW Position: Q3 2022 in Review

Curi Wealth Management sold out of Sherwin-Williams (SHW) in Q3 2022, closing a stake of 451 shares — an estimated $101K sold.

Curi Wealth Management first reported a position in SHW in Q4 2020 and held it in 4 quarters. The position peaked at $112K in Q1 2022. 1,259 funds tracked by Wall St. Rank hold SHW as of Q3 2022.

  • Curi Wealth Management reported no remaining Sherwin-Williams position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 451 Sherwin-Williams shares in Q3 2022, an estimated $101K.
  • Curi Wealth Management first reported a position in Sherwin-Williams in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Sherwin-Williams position peaked at $112K in Q1 2022.
  • 1,259 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.