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Jade Capital Advisors’s Sherwin-Williams SHW Stock Holding History

Jade Capital 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
2020
Q4 		– Sell
-12,000
Closed -$2.79M – 94
2020
Q3 		$2.79M Buy
+12,000
New +$2.62M 2.81% 11

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jade Capital Advisors's SHW Position: Q4 2020 in Review

Jade Capital Advisors sold out of Sherwin-Williams (SHW) in Q4 2020, closing a stake of 12,000 shares — an estimated $2.79M sold.

Jade Capital Advisors first reported a position in SHW in Q3 2020 and held it in 1 quarter. The position peaked at $2.79M in Q3 2020. 1,276 funds tracked by Wall St. Rank hold SHW as of Q4 2020.

  • Jade Capital Advisors reported no remaining Sherwin-Williams position as of Q4 2020 after selling out during the quarter.
  • Jade Capital Advisors sold 12,000 Sherwin-Williams shares in Q4 2020, an estimated $2.79M.
  • Jade Capital Advisors first reported a position in Sherwin-Williams in Q3 2020 and held it in 1 quarter.
  • Jade Capital Advisors's Sherwin-Williams position peaked at $2.79M in Q3 2020.
  • 1,276 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2020.

Based on Jade Capital Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.