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Fortis Advisors’s Sherwin-Williams SHW Stock Holding History

Fortis Advisors’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
Q2 		– Sell
-381
Closed -$58K – 301
2020
Q1 		$58K Buy
381
+75
+25% +$13.5K 0.04% 177
2019
Q4 		$60K Hold
306
– – 0.04% 201
2019
Q3 		$56K Buy
306
+195
+176% +$33.2K 0.03% 204
2019
Q2 		$17K Hold
111
– – 0.01% 287
2019
Q1 		$16K Buy
+111
New +$15.4K 0.01% 273

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortis Advisors's SHW Position: Q2 2020 in Review

Fortis Advisors sold out of Sherwin-Williams (SHW) in Q2 2020, closing a stake of 381 shares — an estimated $58K sold.

Fortis Advisors first reported a position in SHW in Q1 2019 and held it in 5 quarters. The position peaked at $60K in Q4 2019. 1,117 funds tracked by Wall St. Rank hold SHW as of Q2 2020.

  • Fortis Advisors reported no remaining Sherwin-Williams position as of Q2 2020 after selling out during the quarter.
  • Fortis Advisors sold 381 Sherwin-Williams shares in Q2 2020, an estimated $58K.
  • Fortis Advisors first reported a position in Sherwin-Williams in Q1 2019 and held it in 5 quarters.
  • Fortis Advisors's Sherwin-Williams position peaked at $60K in Q4 2019.
  • 1,117 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.