Laurel Wealth Planning’s Sherwin-Williams SHW Stock Holding History

Laurel Wealth Planning’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	–	Sell	-324	Closed	-$76.9K	–	173
2022 Q4	$76.9K	Hold	324	–	–	0.05%	91
2022 Q3	$66K	Hold	324	–	–	0.05%	90
2022 Q2	$73K	Hold	324	–	–	0.05%	92
2022 Q1	$81K	Hold	324	–	–	0.05%	103
2021 Q4	$114K	Hold	324	–	–	0.09%	73
2021 Q3	$91K	Sell	324 -291	-47%	-$85.2K	0.07%	76
2021 Q2	$168K	Hold	615	–	–	0.15%	51
2021 Q1	$151K	Hold	615	–	–	0.14%	49
2020 Q4	$151K	Buy	+615	New	+$146K	0.15%	47

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

Laurel Wealth Planning's SHW Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Sherwin-Williams (SHW) in Q1 2023, closing a stake of 324 shares — an estimated $76.9K sold.

Laurel Wealth Planning first reported a position in SHW in Q4 2020 and held it in 9 quarters. The position peaked at $168K in Q2 2021. 1,297 funds tracked by Wall St. Rank hold SHW as of Q1 2023.

Laurel Wealth Planning reported no remaining Sherwin-Williams position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 324 Sherwin-Williams shares in Q1 2023, an estimated $76.9K.
Laurel Wealth Planning first reported a position in Sherwin-Williams in Q4 2020 and held it in 9 quarters.
Laurel Wealth Planning's Sherwin-Williams position peaked at $168K in Q2 2021.
1,297 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.