LGL Partners’s Sherwin-Williams SHW Stock Holding History

LGL Partners’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 Q1	–	Sell	-687	Closed	-$242K	–	115
2021 Q4	$242K	Buy	+687	New	+$222K	0.03%	94

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LGL Partners's SHW Position: Q1 2022 in Review

LGL Partners sold out of Sherwin-Williams (SHW) in Q1 2022, closing a stake of 687 shares — an estimated $242K sold.

LGL Partners first reported a position in SHW in Q4 2021 and held it in 1 quarter. The position peaked at $242K in Q4 2021. 1,356 funds tracked by Wall St. Rank hold SHW as of Q1 2022.

LGL Partners reported no remaining Sherwin-Williams position as of Q1 2022 after selling out during the quarter.
LGL Partners sold 687 Sherwin-Williams shares in Q1 2022, an estimated $242K.
LGL Partners first reported a position in Sherwin-Williams in Q4 2021 and held it in 1 quarter.
LGL Partners's Sherwin-Williams position peaked at $242K in Q4 2021.
1,356 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2022.

Based on LGL Partners's 13F filing for Q1 2022, filed 16 May 2022.