Kula Investments’s Sherwin-Williams SHW Stock Holding History

Kula Investments’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 Q1	$1.66M	Buy	+7,391	New	+$1.69M	0.41%	29

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Kula Investments's SHW Position: Q1 2023 in Review

Kula Investments opened a new position in Sherwin-Williams (SHW) in Q1 2023: 7,391 shares worth $1.66M. The stake represents 0.41% of the portfolio and ranks #29 among its holdings.

1,297 funds tracked by Wall St. Rank hold SHW as of Q1 2023.

Kula Investments held 7,391 shares of Sherwin-Williams worth $1.66M as of Q1 2023.
Sherwin-Williams was a new Kula Investments position in Q1 2023.
Sherwin-Williams made up 0.41% of Kula Investments's portfolio in Q1 2023, its #29 holding.
1,297 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.