Harvest Group Wealth Management’s Sherwin-Williams SHW Stock Holding History

Harvest Group Wealth 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
2021 Q1	–	Sell	-126	Closed	-$31K	–	597
2020 Q4	$31K	Hold	126	–	–	0.02%	143
2020 Q3	$29K	Buy	126 +63	+100%	+$13.8K	0.02%	130
2020 Q2	$12K	Hold	63	–	–	0.01%	202
2020 Q1	$9K	Hold	63	–	–	0.01%	218
2019 Q4	$12K	Hold	63	–	–	0.01%	217
2019 Q3	$12K	Hold	63	–	–	0.01%	234
2019 Q2	$9K	Hold	63	–	–	0.01%	235
2019 Q1	$9K	Buy	+63	New	+$8.77K	0.01%	264

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harvest Group Wealth Management's SHW Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Sherwin-Williams (SHW) in Q1 2021, closing a stake of 126 shares — an estimated $31K sold.

Harvest Group Wealth Management first reported a position in SHW in Q1 2019 and held it in 8 quarters. The position peaked at $31K in Q4 2020. 1,292 funds tracked by Wall St. Rank hold SHW as of Q1 2021.

Harvest Group Wealth Management reported no remaining Sherwin-Williams position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 126 Sherwin-Williams shares in Q1 2021, an estimated $31K.
Harvest Group Wealth Management first reported a position in Sherwin-Williams in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Sherwin-Williams position peaked at $31K in Q4 2020.
1,292 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.