L.J. Altfest & Co’s Sherwin-Williams SHW Stock Holding History

L.J. Altfest & Co’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 Q2	–	Sell	-698	Closed	-$242K	–	339
2024 Q1	$242K	Hold	698	–	–	0.03%	284
2023 Q4	$218K	Buy	+698	New	+$188K	0.03%	285

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

L.J. Altfest & Co's SHW Position: Q2 2024 in Review

L.J. Altfest & Co sold out of Sherwin-Williams (SHW) in Q2 2024, closing a stake of 698 shares — an estimated $242K sold.

L.J. Altfest & Co first reported a position in SHW in Q4 2023 and held it in 2 quarters. The position peaked at $242K in Q1 2024. 1,532 funds tracked by Wall St. Rank hold SHW as of Q2 2024.

L.J. Altfest & Co reported no remaining Sherwin-Williams position as of Q2 2024 after selling out during the quarter.
L.J. Altfest & Co sold 698 Sherwin-Williams shares in Q2 2024, an estimated $242K.
L.J. Altfest & Co first reported a position in Sherwin-Williams in Q4 2023 and held it in 2 quarters.
L.J. Altfest & Co's Sherwin-Williams position peaked at $242K in Q1 2024.
1,532 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2024.

Based on L.J. Altfest & Co's 13F filing for Q2 2024, filed 7 Aug 2024.