Gerber Kawasaki Wealth & Investment Management’s Sherwin-Williams SHW Stock Holding History

Gerber Kawasaki Wealth & 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 Q2	–	Sell	-116	Closed	-$40.5K	–	300
2024 Q1	$40.5K	Buy	+116	New	+$37K	﹤0.01%	280
2022 Q1	–	Sell	-700	Closed	-$246K	–	281
2021 Q4	$246K	Sell	700 -205	-23%	-$66.2K	0.02%	234
2021 Q3	$253K	Sell	905 -2,303	-72%	-$674K	0.03%	161
2021 Q2	$874K	Buy	3,208 +1	+0%	+$274	0.09%	109
2021 Q1	$788K	Hold	3,207	–	–	0.09%	105
2020 Q4	$785K	Buy	3,207 +18	+0.6%	+$4.27K	0.11%	86
2020 Q3	$740K	Buy	3,189 +45	+1%	+$9.83K	0.16%	65
2020 Q2	$605K	Buy	+3,144	New	+$567K	0.13%	77

Other funds holding SHW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SHW Position: Q2 2024 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Sherwin-Williams (SHW) in Q2 2024, closing a stake of 116 shares — an estimated $40.5K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SHW in Q2 2020 and held it in 8 quarters. The position peaked at $874K in Q2 2021. 1,534 funds tracked by Wall St. Rank hold SHW as of Q2 2024.

Gerber Kawasaki Wealth & Investment Management reported no remaining Sherwin-Williams position as of Q2 2024 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 116 Sherwin-Williams shares in Q2 2024, an estimated $40.5K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Sherwin-Williams in Q2 2020 and held it in 8 quarters.
Gerber Kawasaki Wealth & Investment Management's Sherwin-Williams position peaked at $874K in Q2 2021.
1,534 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2024.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.