Enlightenment Research’s Sherwin-Williams SHW Stock Holding History

Enlightenment Research’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	-1,400	Closed	-$313K	–	151
2022 Q2	$313K	Buy	1,400 +300	+27%	+$77K	0.67%	60
2022 Q1	$275K	Buy	+1,100	New	+$304K	0.37%	90
2021 Q3	–	Sell	-1,000	Closed	-$272K	–	195
2021 Q2	$272K	Buy	+1,000	New	+$274K	0.35%	91
2020 Q2	–	Sell	-1,500	Closed	-$258K	–	179
2020 Q1	$258K	Sell	1,500 -300	-17%	-$54.1K	0.27%	117
2019 Q4	$350K	Buy	+1,800	New	+$343K	1.64%	19
2019 Q3	–	Sell	-6,600	Closed	-$983K	–	250
2019 Q2	$983K	Buy	+6,600	New	+$986K	0.5%	46
2019 Q1	–	Sell	-1,500	Closed	-$197K	–	572
2018 Q4	$197K	Buy	+1,500	New	+$202K	0.24%	84

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Enlightenment Research's SHW Position: Q3 2022 in Review

Enlightenment Research sold out of Sherwin-Williams (SHW) in Q3 2022, closing a stake of 1,400 shares — an estimated $313K sold.

Enlightenment Research first reported a position in SHW in Q4 2018 and held it in 7 quarters. The position peaked at $983K in Q2 2019. 1,260 funds tracked by Wall St. Rank hold SHW as of Q3 2022.

Enlightenment Research reported no remaining Sherwin-Williams position as of Q3 2022 after selling out during the quarter.
Enlightenment Research sold 1,400 Sherwin-Williams shares in Q3 2022, an estimated $313K.
Enlightenment Research first reported a position in Sherwin-Williams in Q4 2018 and held it in 7 quarters.
Enlightenment Research's Sherwin-Williams position peaked at $983K in Q2 2019.
1,260 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2022.

Based on Enlightenment Research's 13F filing for Q3 2022, filed 15 Nov 2022.