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Ground Swell Capital’s Sherwin-Williams SHW Stock Holding History

Ground Swell Capital’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
2014
Q3 		$31K Buy
423
+135
+47% +$9.58K 0.06% 360
2014
Q2 		$20K Buy
+288
New +$19.2K 0.04% 410

Other funds holding SHW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MCM
Marsico Capital Management Denver, Colorado $3.83B AUM 63.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ground Swell Capital's SHW Position: Q3 2014 in Review

Ground Swell Capital increased its Sherwin-Williams (SHW) stake by 47% in Q3 2014, buying an estimated $9.58K and bringing the position to 423 shares worth $31K. The position accounts for 0.06% of the portfolio, ranked #360.

Ground Swell Capital first reported a position in SHW in Q2 2014 and has held it in 2 quarters since. 505 funds tracked by Wall St. Rank hold SHW as of Q3 2014.

  • Ground Swell Capital held 423 shares of Sherwin-Williams worth $31K as of Q3 2014.
  • Ground Swell Capital bought 135 Sherwin-Williams shares in Q3 2014, an estimated $9.58K.
  • Sherwin-Williams made up 0.06% of Ground Swell Capital's portfolio in Q3 2014, its #360 holding.
  • Ground Swell Capital first reported a position in Sherwin-Williams in Q2 2014 and has held it in 2 quarters since.
  • 505 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.