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First Personal Financial Services’s Sherwin-Williams SHW Stock Holding History

First Personal Financial Services’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
2024
Q3 		$28.6K Buy
+75
New +$26.2K 0.01% 237
2022
Q2 		– Sell
-3,975
Closed -$992K – 338
2022
Q1 		$992K Sell
3,975
-70
-2% -$19.3K 0.23% 71
2021
Q4 		$1.42M Sell
4,045
-275
-6% -$88.9K 0.32% 65
2021
Q3 		$1.21M Hold
4,320
– – 0.3% 65
2021
Q2 		$1.18M Buy
+4,320
New +$1.18M 0.3% 63
2020
Q1 		– Sell
-12
Closed -$2K – 481
2019
Q4 		$2K Sell
12
-1,671
-99% -$319K ﹤0.01% 381
2019
Q3 		$308K Sell
1,683
-258
-13% -$43.9K 0.1% 107
2019
Q2 		$297K Sell
1,941
-87
-4% -$13K 0.08% 142
2019
Q1 		$291K Hold
2,028
– – 0.09% 141
2018
Q4 		$266K Sell
2,028
-72
-3% -$9.71K 0.09% 142
2018
Q3 		$319K Sell
2,100
-66
-3% -$9.77K 0.1% 138
2018
Q2 		$294K Sell
2,166
-519
-19% -$67.2K 0.1% 144
2018
Q1 		$351K Sell
2,685
-231
-8% -$31.5K 0.08% 169
2017
Q4 		$399K Buy
2,916
+561
+24% +$73.8K 0.08% 172
2017
Q3 		$281K Hold
2,355
– – 0.06% 188
2017
Q2 		$276K Hold
2,355
– – 0.06% 190
2017
Q1 		$243K Sell
2,355
-1,554
-40% -$157K 0.06% 175
2016
Q4 		$350K Hold
3,909
– – 0.09% 149
2016
Q3 		$360K Hold
3,909
– – 0.1% 130
2016
Q2 		$383K Buy
3,909
+819
+27% +$79.8K 0.13% 117
2016
Q1 		$293K Hold
3,090
– – 0.14% 111
2015
Q4 		$267K Hold
3,090
– – 0.15% 106
2015
Q3 		$230K Hold
3,090
– – 0.14% 110
2015
Q2 		$284K Hold
3,090
– – 0.17% 103
2015
Q1 		$294K Sell
3,090
-519
-14% -$48.4K 0.18% 101
2014
Q4 		$316K Buy
+3,609
New +$284K 0.19% 100

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First Personal Financial Services's SHW Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Sherwin-Williams (SHW) in Q3 2024: 75 shares worth $28.6K. The stake represents 0.01% of the portfolio and ranks #237 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in SHW as recently as Q1 2022.

First Personal Financial Services first reported a position in SHW in Q4 2014 and has held it in 26 quarters since. The position peaked at $1.42M in Q4 2021. 1,645 funds tracked by Wall St. Rank hold SHW as of Q3 2024.

  • First Personal Financial Services held 75 shares of Sherwin-Williams worth $28.6K as of Q3 2024.
  • Sherwin-Williams was a new First Personal Financial Services position in Q3 2024.
  • Sherwin-Williams made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #237 holding.
  • First Personal Financial Services first reported a position in Sherwin-Williams in Q4 2014 and has held it in 26 quarters since.
  • First Personal Financial Services's Sherwin-Williams position peaked at $1.42M in Q4 2021.
  • 1,645 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.