EWP
SHW icon

Engrave Wealth Partners’s Sherwin-Williams SHW Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-87
Closed -$16K – 365
2020
Q2 		$16K Hold
87
– – 0.01% 203
2020
Q1 		$13K Hold
87
– – 0.02% 192
2019
Q4 		$16K Buy
+87
New +$16.6K 0.02% 250

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Engrave Wealth Partners's SHW Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Sherwin-Williams (SHW) in Q3 2020, closing a stake of 87 shares — an estimated $16K sold.

Engrave Wealth Partners first reported a position in SHW in Q4 2019 and held it in 3 quarters. The position peaked at $16K in Q2 2020. 1,190 funds tracked by Wall St. Rank hold SHW as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Sherwin-Williams position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 87 Sherwin-Williams shares in Q3 2020, an estimated $16K.
  • Engrave Wealth Partners first reported a position in Sherwin-Williams in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Sherwin-Williams position peaked at $16K in Q2 2020.
  • 1,190 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.