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JOYN Advisors’s Sherwin-Williams SHW Stock Holding History

JOYN 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
2019
Q1 		– Sell
-309
Closed -$41K – 1178
2018
Q4 		$41K Buy
309
+231
+296% +$31.2K 0.01% 417
2018
Q3 		$12K Buy
78
+9
+13% +$1.33K ﹤0.01% 885
2018
Q2 		$9K Buy
+69
New +$8.93K ﹤0.01% 954

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JOYN Advisors's SHW Position: Q1 2019 in Review

JOYN Advisors sold out of Sherwin-Williams (SHW) in Q1 2019, closing a stake of 309 shares — an estimated $41K sold.

JOYN Advisors first reported a position in SHW in Q2 2018 and held it in 3 quarters. The position peaked at $41K in Q4 2018. 934 funds tracked by Wall St. Rank hold SHW as of Q1 2019.

  • JOYN Advisors reported no remaining Sherwin-Williams position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 309 Sherwin-Williams shares in Q1 2019, an estimated $41K.
  • JOYN Advisors first reported a position in Sherwin-Williams in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's Sherwin-Williams position peaked at $41K in Q4 2018.
  • 934 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.