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Financial Architects (New Jersey)’s Sherwin-Williams SHW Stock Holding History

Financial Architects (New Jersey)’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
-57
Closed -$11K – 674
2020
Q2 		$11K Sell
57
-9
-14% -$1.62K ﹤0.01% 637
2020
Q1 		$10K Hold
66
– – ﹤0.01% 627
2019
Q4 		$13K Hold
66
– – ﹤0.01% 639
2019
Q3 		$12K Hold
66
– – ﹤0.01% 700
2019
Q2 		$10K Sell
66
-267
-80% -$39.9K ﹤0.01% 890
2019
Q1 		$47K Sell
333
-15
-4% -$2.09K 0.01% 629
2018
Q4 		$45K Buy
348
+9
+3% +$1.21K 0.01% 578
2018
Q3 		$52K Sell
339
-24
-7% -$3.55K 0.01% 624
2018
Q2 		$50K Sell
363
-36
-9% -$4.66K 0.01% 572
2018
Q1 		$52K Sell
399
-15
-4% -$2.04K 0.01% 596
2017
Q4 		$57K Buy
414
+9
+2% +$1.18K 0.01% 643
2017
Q3 		$49K Sell
405
-36
-8% -$4.13K 0.01% 693
2017
Q2 		$52K Sell
441
-858
-66% -$95.9K 0.01% 665
2017
Q1 		$134K Buy
1,299
+891
+218% +$89.7K 0.02% 390
2016
Q4 		$36K Buy
408
+60
+17% +$5.3K 0.01% 672
2016
Q3 		$33K Hold
348
– – 0.01% 697
2016
Q2 		$34K Buy
348
+234
+205% +$22.8K 0.01% 641
2016
Q1 		$11K Buy
+114
New +$9.98K ﹤0.01% 730
2015
Q3 		– Sell
-129
Closed -$12K – 784
2015
Q2 		$12K Sell
129
-42
-25% -$3.98K ﹤0.01% 750
2015
Q1 		$16K Buy
171
+114
+200% +$10.6K 0.01% 624
2014
Q4 		$5K Buy
+57
New +$4.49K ﹤0.01% 839

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Financial Architects (New Jersey)'s SHW Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Sherwin-Williams (SHW) in Q3 2020, closing a stake of 57 shares — an estimated $11K sold.

Financial Architects (New Jersey) first reported a position in SHW in Q4 2014 and held it in 21 quarters. The position peaked at $134K in Q1 2017. 1,190 funds tracked by Wall St. Rank hold SHW as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Sherwin-Williams position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 57 Sherwin-Williams shares in Q3 2020, an estimated $11K.
  • Financial Architects (New Jersey) first reported a position in Sherwin-Williams in Q4 2014 and held it in 21 quarters.
  • Financial Architects (New Jersey)'s Sherwin-Williams position peaked at $134K in Q1 2017.
  • 1,190 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.