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Fiduciary Planning’s Sherwin-Williams SHW Stock Holding History

Fiduciary Planning’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
-3,641
Closed -$1.02M – 58
2021
Q3 		$1.02M Buy
3,641
+7
+0.2% +$2.05K 0.54% 25
2021
Q2 		$990K Buy
+3,634
New +$996K 0.86% 30

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Fiduciary Planning's SHW Position: Q4 2021 in Review

Fiduciary Planning sold out of Sherwin-Williams (SHW) in Q4 2021, closing a stake of 3,641 shares — an estimated $1.02M sold.

Fiduciary Planning first reported a position in SHW in Q2 2021 and held it in 2 quarters. The position peaked at $1.02M in Q3 2021. 1,442 funds tracked by Wall St. Rank hold SHW as of Q4 2021.

  • Fiduciary Planning reported no remaining Sherwin-Williams position as of Q4 2021 after selling out during the quarter.
  • Fiduciary Planning sold 3,641 Sherwin-Williams shares in Q4 2021, an estimated $1.02M.
  • Fiduciary Planning first reported a position in Sherwin-Williams in Q2 2021 and held it in 2 quarters.
  • Fiduciary Planning's Sherwin-Williams position peaked at $1.02M in Q3 2021.
  • 1,442 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2021.

Based on Fiduciary Planning's 13F filing for Q4 2021, filed 8 Feb 2022.