Kapitalo Investimentos’s Sherwin-Williams SHW Stock Holding History

Kapitalo Investimentos’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
2023 Q4	–	Sell	-1,831	Closed	-$467K	–	691
2023 Q3	$467K	Buy	+1,831	New	+$490K	0.06%	118

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Kapitalo Investimentos's SHW Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Sherwin-Williams (SHW) in Q4 2023, closing a stake of 1,831 shares — an estimated $467K sold.

Kapitalo Investimentos first reported a position in SHW in Q3 2023 and held it in 1 quarter. The position peaked at $467K in Q3 2023. 1,510 funds tracked by Wall St. Rank hold SHW as of Q4 2023.

Kapitalo Investimentos reported no remaining Sherwin-Williams position as of Q4 2023 after selling out during the quarter.
Kapitalo Investimentos sold 1,831 Sherwin-Williams shares in Q4 2023, an estimated $467K.
Kapitalo Investimentos first reported a position in Sherwin-Williams in Q3 2023 and held it in 1 quarter.
Kapitalo Investimentos's Sherwin-Williams position peaked at $467K in Q3 2023.
1,510 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.