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FormulaFolio Investments’s Sherwin-Williams SHW Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-4,035
Closed -$988K – 751
2020
Q4 		$988K Buy
+4,035
New +$957K 0.02% 319

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FormulaFolio Investments's SHW Position: Q1 2021 in Review

FormulaFolio Investments sold out of Sherwin-Williams (SHW) in Q1 2021, closing a stake of 4,035 shares — an estimated $988K sold.

FormulaFolio Investments first reported a position in SHW in Q4 2020 and held it in 1 quarter. The position peaked at $988K in Q4 2020. 1,292 funds tracked by Wall St. Rank hold SHW as of Q1 2021.

  • FormulaFolio Investments reported no remaining Sherwin-Williams position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 4,035 Sherwin-Williams shares in Q1 2021, an estimated $988K.
  • FormulaFolio Investments first reported a position in Sherwin-Williams in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Sherwin-Williams position peaked at $988K in Q4 2020.
  • 1,292 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.