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Freedman Financial Associates’s Sherwin-Williams SHW Stock Holding History

Freedman Financial Associates’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
-18
Closed -$5K – 349
2022
Q1 		$5K Hold
18
– – ﹤0.01% 415
2021
Q4 		$6K Hold
18
– – ﹤0.01% 378
2021
Q3 		$5K Buy
+18
New +$5.27K ﹤0.01% 400

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $29.2B AUM 20.16% 1-Year Est. Return

Freedman Financial Associates's SHW Position: Q2 2022 in Review

Freedman Financial Associates sold out of Sherwin-Williams (SHW) in Q2 2022, closing a stake of 18 shares — an estimated $5K sold.

Freedman Financial Associates first reported a position in SHW in Q3 2021 and held it in 3 quarters. The position peaked at $6K in Q4 2021. 1,307 funds tracked by Wall St. Rank hold SHW as of Q2 2022.

  • Freedman Financial Associates reported no remaining Sherwin-Williams position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 18 Sherwin-Williams shares in Q2 2022, an estimated $5K.
  • Freedman Financial Associates first reported a position in Sherwin-Williams in Q3 2021 and held it in 3 quarters.
  • Freedman Financial Associates's Sherwin-Williams position peaked at $6K in Q4 2021.
  • 1,307 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.