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Fulcrum Asset Management’s Sherwin-Williams SHW Stock Holding History

Fulcrum Asset 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
2020
Q4 		– Hold
0
– – – 14
2020
Q3 		– Sell
-20,829
Closed -$4.55M – 3
2020
Q2 		$4.34M Buy
+20,829
New +$3.76M 1.45% 14

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
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fulcrum Asset Management's SHW Position: Q4 2020 in Review

Fulcrum Asset Management held its Sherwin-Williams (SHW) position steady in Q4 2020 at 0 shares worth $4.34M. The position accounts for 1.47% of the portfolio, ranked #14.

Fulcrum Asset Management first reported a position in SHW in Q2 2020 and has held it in 1 quarter since. The position peaked at $4.34M in Q2 2020. 1,275 funds tracked by Wall St. Rank hold SHW as of Q4 2020.

  • Fulcrum Asset Management held 0 shares of Sherwin-Williams worth $4.34M as of Q4 2020.
  • Fulcrum Asset Management left its Sherwin-Williams share count unchanged in Q4 2020.
  • Sherwin-Williams made up 1.47% of Fulcrum Asset Management's portfolio in Q4 2020, its #14 holding.
  • Fulcrum Asset Management first reported a position in Sherwin-Williams in Q2 2020 and has held it in 1 quarter since.
  • Fulcrum Asset Management's Sherwin-Williams position peaked at $4.34M in Q2 2020.
  • 1,275 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2020.

Based on Fulcrum Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.