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LifePro Asset Management’s Sherwin-Williams SHW Stock Holding History

LifePro Asset Management’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
Q3 		– Sell
-2,296
Closed -$514K – 118
2022
Q2 		$514K Buy
2,296
+69
+3% +$17.7K 0.27% 66
2022
Q1 		$556K Buy
2,227
+303
+16% +$83.7K 0.2% 69
2021
Q4 		$678K Buy
1,924
+310
+19% +$100K 0.2% 52
2021
Q3 		$451K Buy
1,614
+47
+3% +$13.8K 0.14% 62
2021
Q2 		$427K Sell
1,567
-332
-17% -$91K 0.13% 54
2021
Q1 		$467K Sell
1,899
-22,893
-92% -$5.45M 0.15% 49
2020
Q4 		$6.07M Buy
+24,792
New +$5.88M 1.89% 20

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LifePro Asset Management's SHW Position: Q3 2022 in Review

LifePro Asset Management sold out of Sherwin-Williams (SHW) in Q3 2022, closing a stake of 2,296 shares — an estimated $514K sold.

LifePro Asset Management first reported a position in SHW in Q4 2020 and held it in 7 quarters. The position peaked at $6.07M in Q4 2020. 1,259 funds tracked by Wall St. Rank hold SHW as of Q3 2022.

  • LifePro Asset Management reported no remaining Sherwin-Williams position as of Q3 2022 after selling out during the quarter.
  • LifePro Asset Management sold 2,296 Sherwin-Williams shares in Q3 2022, an estimated $514K.
  • LifePro Asset Management first reported a position in Sherwin-Williams in Q4 2020 and held it in 7 quarters.
  • LifePro Asset Management's Sherwin-Williams position peaked at $6.07M in Q4 2020.
  • 1,259 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2022.

Based on LifePro Asset Management's 13F filing for Q3 2022, filed 4 Nov 2022.