Indie Asset Partners’s Sherwin-Williams SHW Stock Holding History

Indie Asset Partners’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	-1,047	Closed	-$400K	–	118
2024 Q3	$400K	Sell	1,047 -254	-20%	-$88.6K	0.3%	58
2024 Q2	$388K	Sell	1,301 -1,366	-51%	-$423K	0.31%	53
2024 Q1	$926K	Sell	2,667 -75	-3%	-$23.9K	0.82%	17
2023 Q4	$855K	Hold	2,742	–	–	0.77%	18
2023 Q3	$699K	Hold	2,742	–	–	0.7%	21
2023 Q2	$728K	Hold	2,742	–	–	0.79%	18
2023 Q1	$616K	Hold	2,742	–	–	0.72%	25
2022 Q4	$651K	Hold	2,742	–	–	0.71%	27
2022 Q3	$561K	Hold	2,742	–	–	0.57%	30
2022 Q2	$614K	Hold	2,742	–	–	0.54%	32
2022 Q1	$684K	Hold	2,742	–	–	0.51%	29
2021 Q4	$966K	Sell	2,742 -216	-7%	-$69.8K	0.7%	22
2021 Q3	$827K	Hold	2,958	–	–	0.67%	27
2021 Q2	$806K	Hold	2,958	–	–	0.65%	23
2021 Q1	$728K	Sell	2,958 -150	-5%	-$35.7K	0.83%	27
2020 Q4	$761K	Hold	3,108	–	–	0.89%	26
2020 Q3	$722K	Hold	3,108	–	–	0.9%	26
2020 Q2	$675K	Hold	3,108	–	–	0.85%	33
2020 Q1	$476K	Hold	3,108	–	–	0.59%	37
2019 Q4	$605K	Buy	+3,108	New	+$593K	0.64%	32

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Indie Asset Partners's SHW Position: Q4 2024 in Review

Indie Asset Partners sold out of Sherwin-Williams (SHW) in Q4 2024, closing a stake of 1,047 shares — an estimated $400K sold.

Indie Asset Partners first reported a position in SHW in Q4 2019 and held it in 20 quarters. The position peaked at $966K in Q4 2021. 1,678 funds tracked by Wall St. Rank hold SHW as of Q4 2024.

Indie Asset Partners reported no remaining Sherwin-Williams position as of Q4 2024 after selling out during the quarter.
Indie Asset Partners sold 1,047 Sherwin-Williams shares in Q4 2024, an estimated $400K.
Indie Asset Partners first reported a position in Sherwin-Williams in Q4 2019 and held it in 20 quarters.
Indie Asset Partners's Sherwin-Williams position peaked at $966K in Q4 2021.
1,678 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2024.

Based on Indie Asset Partners's 13F filing for Q4 2024, filed 3 Feb 2025.