Graves Light Lenhart Wealth’s Sherwin-Williams SHW Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-300	Closed	-$67K	–	520
2022 Q2	$67K	Hold	300	–	–	0.01%	275
2022 Q1	$75K	Hold	300	–	–	0.01%	308
2021 Q4	$106K	Hold	300	–	–	0.02%	289
2021 Q3	$84K	Hold	300	–	–	0.01%	303
2021 Q2	$82K	Hold	300	–	–	0.01%	312
2021 Q1	$74K	Hold	300	–	–	0.01%	323
2020 Q4	$73K	Buy	+300	New	+$71.2K	0.01%	314

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Graves Light Lenhart Wealth's SHW Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Sherwin-Williams (SHW) in Q3 2022, closing a stake of 300 shares — an estimated $67K sold.

Graves Light Lenhart Wealth first reported a position in SHW in Q4 2020 and held it in 7 quarters. The position peaked at $106K in Q4 2021. 1,259 funds tracked by Wall St. Rank hold SHW as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Sherwin-Williams position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 300 Sherwin-Williams shares in Q3 2022, an estimated $67K.
Graves Light Lenhart Wealth first reported a position in Sherwin-Williams in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Sherwin-Williams position peaked at $106K in Q4 2021.
1,259 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.