Lake Street Private Wealth’s Sherwin-Williams SHW Stock Holding History

Lake Street Private Wealth’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
2022 Q2	–	Sell	-1,057	Closed	-$264K	–	330
2022 Q1	$264K	Sell	1,057 -8	-0.8%	-$2.21K	0.05%	269
2021 Q4	$375K	Buy	+1,065	New	+$344K	0.07%	229

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Lake Street Private Wealth's SHW Position: Q2 2022 in Review

Lake Street Private Wealth sold out of Sherwin-Williams (SHW) in Q2 2022, closing a stake of 1,057 shares — an estimated $264K sold.

Lake Street Private Wealth first reported a position in SHW in Q4 2021 and held it in 2 quarters. The position peaked at $375K in Q4 2021. 1,307 funds tracked by Wall St. Rank hold SHW as of Q2 2022.

Lake Street Private Wealth reported no remaining Sherwin-Williams position as of Q2 2022 after selling out during the quarter.
Lake Street Private Wealth sold 1,057 Sherwin-Williams shares in Q2 2022, an estimated $264K.
Lake Street Private Wealth first reported a position in Sherwin-Williams in Q4 2021 and held it in 2 quarters.
Lake Street Private Wealth's Sherwin-Williams position peaked at $375K in Q4 2021.
1,307 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2022.

Based on Lake Street Private Wealth's 13F filing for Q2 2022, filed 12 Jul 2022.