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Doyle Wealth Management’s Sherwin-Williams SHW Stock Holding History

Doyle 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
2019
Q3 		– Sell
-96
Closed -$15K – 664
2019
Q2 		$15K Buy
+96
New +$14.3K ﹤0.01% 564
2019
Q1 		– Sell
-90
Closed -$12K – 646
2018
Q4 		$12K Buy
+90
New +$12.1K ﹤0.01% 599

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Doyle Wealth Management's SHW Position: Q3 2019 in Review

Doyle Wealth Management sold out of Sherwin-Williams (SHW) in Q3 2019, closing a stake of 96 shares — an estimated $15K sold.

Doyle Wealth Management first reported a position in SHW in Q4 2018 and held it in 2 quarters. The position peaked at $15K in Q2 2019. 997 funds tracked by Wall St. Rank hold SHW as of Q3 2019.

  • Doyle Wealth Management reported no remaining Sherwin-Williams position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 96 Sherwin-Williams shares in Q3 2019, an estimated $15K.
  • Doyle Wealth Management first reported a position in Sherwin-Williams in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Sherwin-Williams position peaked at $15K in Q2 2019.
  • 997 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.