Goldstein Advisors’s Sherwin-Williams SHW Stock Holding History

Goldstein 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	–	Sell	-566	Closed	-$216K	–	207
2024 Q3	$216K	Buy	+566	New	+$198K	0.03%	166

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Goldstein Advisors's SHW Position: Q4 2024 in Review

Goldstein Advisors sold out of Sherwin-Williams (SHW) in Q4 2024, closing a stake of 566 shares — an estimated $216K sold.

Goldstein Advisors first reported a position in SHW in Q3 2024 and held it in 1 quarter. The position peaked at $216K in Q3 2024. 1,681 funds tracked by Wall St. Rank hold SHW as of Q4 2024.

Goldstein Advisors reported no remaining Sherwin-Williams position as of Q4 2024 after selling out during the quarter.
Goldstein Advisors sold 566 Sherwin-Williams shares in Q4 2024, an estimated $216K.
Goldstein Advisors first reported a position in Sherwin-Williams in Q3 2024 and held it in 1 quarter.
Goldstein Advisors's Sherwin-Williams position peaked at $216K in Q3 2024.
1,681 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2024.

Based on Goldstein Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.