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Freedom Investment Management’s Sherwin-Williams SHW Stock Holding History

Freedom Investment Management’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
Q4 		– Sell
-613
Closed -$234K – 815
2024
Q3 		$234K Buy
+613
New +$214K 0.02% 670
2024
Q2 		– Sell
-665
Closed -$231K – 861
2024
Q1 		$231K Sell
665
-262
-28% -$83.5K 0.02% 694
2023
Q4 		$289K Sell
927
-96
-9% -$25.8K 0.02% 606
2023
Q3 		$261K Sell
1,023
-220
-18% -$58.9K 0.03% 552
2023
Q2 		$330K Sell
1,243
-78
-6% -$18.4K 0.04% 510
2023
Q1 		$297K Sell
1,321
-914
-41% -$209K 0.03% 555
2022
Q4 		$530K Sell
2,235
-193
-8% -$44.6K 0.06% 399
2022
Q3 		$497K Sell
2,428
-242
-9% -$57.3K 0.06% 423
2022
Q2 		$598K Buy
2,670
+743
+39% +$191K 0.06% 390
2022
Q1 		$481K Sell
1,927
-87
-4% -$24K 0.04% 479
2021
Q4 		$709K Sell
2,014
-170
-8% -$54.9K 0.05% 438
2021
Q3 		$611K Buy
2,184
+87
+4% +$25.5K 0.05% 447
2021
Q2 		$571K Buy
2,097
+36
+2% +$9.86K 0.04% 497
2021
Q1 		$507K Buy
2,061
+393
+24% +$93.6K 0.04% 520
2020
Q4 		$409K Buy
1,668
+336
+25% +$79.7K 0.04% 390
2020
Q3 		$309K Sell
1,332
-846
-39% -$185K 0.03% 402
2020
Q2 		$420K Sell
2,178
-225
-9% -$40.6K 0.05% 325
2020
Q1 		$459K Buy
2,403
+273
+13% +$49.3K 0.04% 364
2019
Q4 		$414K Sell
2,130
-234
-10% -$44.6K 0.04% 386
2019
Q3 		$433K Buy
2,364
+252
+12% +$42.9K 0.04% 392
2019
Q2 		$323K Buy
+2,112
New +$316K 0.03% 502
2018
Q1 		– Sell
-2,139
Closed -$293K – 1200
2017
Q4 		$293K Buy
+2,139
New +$281K 0.02% 898
2017
Q3 		– Sell
-3,669
Closed -$429K – 1140
2017
Q2 		$429K Buy
3,669
+300
+9% +$33.5K 0.02% 630
2017
Q1 		$348K Sell
3,369
-117
-3% -$11.8K 0.02% 686
2016
Q4 		$312K Buy
+3,486
New +$308K 0.02% 676

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Freedom Investment Management's SHW Position: Q4 2024 in Review

Freedom Investment Management sold out of Sherwin-Williams (SHW) in Q4 2024, closing a stake of 613 shares — an estimated $234K sold.

Freedom Investment Management first reported a position in SHW in Q4 2016 and held it in 25 quarters. The position peaked at $709K in Q4 2021. 1,678 funds tracked by Wall St. Rank hold SHW as of Q4 2024.

  • Freedom Investment Management reported no remaining Sherwin-Williams position as of Q4 2024 after selling out during the quarter.
  • Freedom Investment Management sold 613 Sherwin-Williams shares in Q4 2024, an estimated $234K.
  • Freedom Investment Management first reported a position in Sherwin-Williams in Q4 2016 and held it in 25 quarters.
  • Freedom Investment Management's Sherwin-Williams position peaked at $709K in Q4 2021.
  • 1,678 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2024.

Based on Freedom Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.