KMWM
SHW icon

Keudell/Morrison Wealth Management’s Sherwin-Williams SHW Stock Holding History

Keudell/Morrison Wealth Management’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
-586
Closed -$224K – 233
2024
Q3 		$224K Buy
+586
New +$205K 0.06% 196

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Keudell/Morrison Wealth Management's SHW Position: Q4 2024 in Review

Keudell/Morrison Wealth Management sold out of Sherwin-Williams (SHW) in Q4 2024, closing a stake of 586 shares — an estimated $224K sold.

Keudell/Morrison Wealth Management first reported a position in SHW in Q3 2024 and held it in 1 quarter. The position peaked at $224K in Q3 2024. 1,678 funds tracked by Wall St. Rank hold SHW as of Q4 2024.

  • Keudell/Morrison Wealth Management reported no remaining Sherwin-Williams position as of Q4 2024 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 586 Sherwin-Williams shares in Q4 2024, an estimated $224K.
  • Keudell/Morrison Wealth Management first reported a position in Sherwin-Williams in Q3 2024 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's Sherwin-Williams position peaked at $224K in Q3 2024.
  • 1,678 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2024.

Based on Keudell/Morrison Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.