Evolution Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Evolution Wealth 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
2021 Q4	–	Sell	-213	Closed	-$60K	–	542
2021 Q3	$60K	Buy	213 +81	+61%	+$23.7K	0.01%	189
2021 Q2	$36K	Sell	132 -102	-44%	-$27.9K	0.01%	237
2021 Q1	$58K	Buy	234 +102	+77%	+$24.3K	0.01%	182
2020 Q4	$32K	Sell	132 -39	-23%	-$9.25K	0.01%	216
2020 Q3	$40K	Buy	171 +120	+235%	+$26.2K	0.01%	200
2020 Q2	$10K	Buy	+51	New	+$9.2K	﹤0.01%	292
2020 Q1	–	Sell	-42	Closed	-$8K	–	596
2019 Q4	$8K	Buy	42 +6	+17%	+$1.14K	﹤0.01%	339
2019 Q3	$7K	Hold	36	–	–	﹤0.01%	237
2019 Q2	$5K	Buy	+36	New	+$5.38K	﹤0.01%	269

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Evolution Wealth Advisors's SHW Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Sherwin-Williams (SHW) in Q4 2021, closing a stake of 213 shares — an estimated $60K sold.

Evolution Wealth Advisors first reported a position in SHW in Q2 2019 and held it in 9 quarters. The position peaked at $60K in Q3 2021. 1,442 funds tracked by Wall St. Rank hold SHW as of Q4 2021.

Evolution Wealth Advisors reported no remaining Sherwin-Williams position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 213 Sherwin-Williams shares in Q4 2021, an estimated $60K.
Evolution Wealth Advisors first reported a position in Sherwin-Williams in Q2 2019 and held it in 9 quarters.
Evolution Wealth Advisors's Sherwin-Williams position peaked at $60K in Q3 2021.
1,442 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.