Geller Advisors’s Sherwin-Williams SHW Stock Holding History

Geller 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
2024 Q4	$2.84M	Hold	8,363	–	–	0.19%	34
2024 Q3	$3.19M	Buy	8,363 +14	+0.2%	+$4.89K	0.22%	31
2024 Q2	$2.49M	Hold	8,349	–	–	0.18%	37
2024 Q1	$2.9M	Buy	8,349 +59	+0.7%	+$18.8K	0.24%	31
2023 Q4	$2.59M	Buy	8,290 +6,900	+496%	+$1.86M	0.25%	28
2023 Q3	$355K	Buy	+1,390	New	+$372K	0.04%	160
2022 Q1	–	Sell	-751	Closed	-$264K	–	187
2021 Q4	$264K	Sell	751 -593	-44%	-$192K	0.05%	129
2021 Q3	$376K	Buy	1,344 +55	+4%	+$16.1K	0.08%	78
2021 Q2	$351K	Sell	1,289 -1	-0.1%	-$274	0.08%	77
2021 Q1	$317K	Buy	1,290 +213	+20%	+$50.8K	0.07%	77
2020 Q4	$291K	Hold	1,077	–	–	0.07%	78
2020 Q3	$250K	Sell	1,077 -69	-6%	-$15.1K	0.07%	66
2020 Q2	$221K	Sell	1,146 -411	-26%	-$74.1K	0.07%	72
2020 Q1	$238K	Buy	1,557 +204	+15%	+$36.8K	0.07%	56
2019 Q4	$263K	Sell	1,353 -444	-25%	-$84.7K	0.08%	43
2019 Q3	$329K	Buy	+1,797	New	+$306K	0.12%	36

Other funds holding SHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geller Advisors's SHW Position: Q4 2024 in Review

Geller Advisors held its Sherwin-Williams (SHW) position steady in Q4 2024 at 8,363 shares worth $2.84M. The position accounts for 0.19% of the portfolio, ranked #34.

Geller Advisors first reported a position in SHW in Q3 2019 and has held it in 16 quarters since. The position peaked at $3.19M in Q3 2024. 1,678 funds tracked by Wall St. Rank hold SHW as of Q4 2024.

Geller Advisors held 8,363 shares of Sherwin-Williams worth $2.84M as of Q4 2024.
Geller Advisors left its Sherwin-Williams share count unchanged in Q4 2024.
Sherwin-Williams made up 0.19% of Geller Advisors's portfolio in Q4 2024, its #34 holding.
Geller Advisors first reported a position in Sherwin-Williams in Q3 2019 and has held it in 16 quarters since.
Geller Advisors's Sherwin-Williams position peaked at $3.19M in Q3 2024.
1,678 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.