FPOC
SHW icon

Financial Planners of Cleveland’s Sherwin-Williams SHW Stock Holding History

Financial Planners of Cleveland’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
Q2 		– Sell
-13,747
Closed -$3.43M – 41
2022
Q1 		$3.43M Sell
13,747
-460
-3% -$127K 1.44% 16
2021
Q4 		$4.75M Buy
+14,207
New +$4.59M 1.93% 9

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Financial Planners of Cleveland's SHW Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of Sherwin-Williams (SHW) in Q2 2022, closing a stake of 13,747 shares — an estimated $3.43M sold.

Financial Planners of Cleveland first reported a position in SHW in Q4 2021 and held it in 2 quarters. The position peaked at $4.75M in Q4 2021. 1,308 funds tracked by Wall St. Rank hold SHW as of Q2 2022.

  • Financial Planners of Cleveland reported no remaining Sherwin-Williams position as of Q2 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 13,747 Sherwin-Williams shares in Q2 2022, an estimated $3.43M.
  • Financial Planners of Cleveland first reported a position in Sherwin-Williams in Q4 2021 and held it in 2 quarters.
  • Financial Planners of Cleveland's Sherwin-Williams position peaked at $4.75M in Q4 2021.
  • 1,308 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.