Lee, Danner & Bass’s Sherwin-Williams SHW Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-82	Closed	-$27.9K	–	628
2024 Q4	$27.9K	Buy	+82	New	+$30.6K	﹤0.01%	421

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

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Lee, Danner & Bass's SHW Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Sherwin-Williams (SHW) in Q1 2025, closing a stake of 82 shares — an estimated $27.9K sold.

Lee, Danner & Bass first reported a position in SHW in Q4 2024 and held it in 1 quarter. The position peaked at $27.9K in Q4 2024. 1,649 funds tracked by Wall St. Rank hold SHW as of Q1 2025.

Lee, Danner & Bass reported no remaining Sherwin-Williams position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 82 Sherwin-Williams shares in Q1 2025, an estimated $27.9K.
Lee, Danner & Bass first reported a position in Sherwin-Williams in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Sherwin-Williams position peaked at $27.9K in Q4 2024.
1,649 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.