Kaizen Advisory’s Sherwin-Williams SHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$89K Buy
681
+99
+17% +$13.4K 0.06% 239
2018
Q3
$88K Hold
582
0.05% 251
2018
Q2
$79K Buy
582
+348
+149% +$45K 0.04% 262
2018
Q1
$31K Hold
234
0.03% 268
2017
Q4
$32K Buy
+234
New +$30.8K 0.02% 257

Other funds holding SHW

Kaizen Advisory's SHW Position: Q4 2018 in Review

Kaizen Advisory increased its Sherwin-Williams (SHW) stake by 17% in Q4 2018, buying an estimated $13.4K and bringing the position to 681 shares worth $89K. The position accounts for 0.06% of the portfolio, ranked #239.

Kaizen Advisory first reported a position in SHW in Q4 2017 and has held it in 5 quarters since. 923 funds tracked by Wall St. Rank hold SHW as of Q4 2018.

  • Kaizen Advisory held 681 shares of Sherwin-Williams worth $89K as of Q4 2018.
  • Kaizen Advisory bought 99 Sherwin-Williams shares in Q4 2018, an estimated $13.4K.
  • Sherwin-Williams made up 0.06% of Kaizen Advisory's portfolio in Q4 2018, its #239 holding.
  • Kaizen Advisory first reported a position in Sherwin-Williams in Q4 2017 and has held it in 5 quarters since.
  • 923 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.