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DCM Advisors’s Sherwin-Williams SHW Stock Holding History

DCM 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
Q1 		– Sell
-2,800
Closed -$873K – 108
2023
Q4 		$873K Buy
+2,800
New +$753K 0.31% 50
2022
Q2 		– Sell
-1,940
Closed -$484K – 238
2022
Q1 		$484K Sell
1,940
-642
-25% -$177K 0.17% 126
2021
Q4 		$909K Buy
2,582
+617
+31% +$199K 0.27% 91
2021
Q3 		$550K Buy
+1,965
New +$575K 0.21% 125
2021
Q1 		– Sell
-900
Closed -$220K – 276
2020
Q4 		$220K Buy
+900
New +$213K 0.13% 172

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

DCM Advisors's SHW Position: Q1 2024 in Review

DCM Advisors sold out of Sherwin-Williams (SHW) in Q1 2024, closing a stake of 2,800 shares — an estimated $873K sold.

DCM Advisors first reported a position in SHW in Q4 2020 and held it in 5 quarters. The position peaked at $909K in Q4 2021. 1,582 funds tracked by Wall St. Rank hold SHW as of Q1 2024.

  • DCM Advisors reported no remaining Sherwin-Williams position as of Q1 2024 after selling out during the quarter.
  • DCM Advisors sold 2,800 Sherwin-Williams shares in Q1 2024, an estimated $873K.
  • DCM Advisors first reported a position in Sherwin-Williams in Q4 2020 and held it in 5 quarters.
  • DCM Advisors's Sherwin-Williams position peaked at $909K in Q4 2021.
  • 1,582 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2024.

Based on DCM Advisors's 13F filing for Q1 2024, filed 16 May 2024.