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Lighthouse Financial Advisors’s Sherwin-Williams SHW Stock Holding History

Lighthouse Financial Advisors’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
2021
Q1 		$17.8M Buy
72,447
+46,887
+183% +$11.2M 5.4% 4
2020
Q4 		$6.26M Buy
25,560
+9
+0% +$2.13K 2.12% 6
2020
Q3 		$5.93M Sell
25,551
-78
-0.3% -$17K 2.26% 5
2020
Q2 		$4.92M Buy
25,629
+12,993
+103% +$2.34M 2.07% 7
2020
Q1 		$1.92M Buy
12,636
+1,227
+11% +$221K 1.17% 25
2019
Q4 		$2.22M Buy
+11,409
New +$2.18M 1.04% 21

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lighthouse Financial Advisors's SHW Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its Sherwin-Williams (SHW) stake by 183% in Q1 2021, buying an estimated $11.2M and bringing the position to 72,447 shares worth $17.8M. The position accounts for 5.4% of the portfolio, ranked #4.

Lighthouse Financial Advisors first reported a position in SHW in Q4 2019 and has held it in 6 quarters since. 1,292 funds tracked by Wall St. Rank hold SHW as of Q1 2021.

  • Lighthouse Financial Advisors held 72,447 shares of Sherwin-Williams worth $17.8M as of Q1 2021.
  • Lighthouse Financial Advisors bought 46,887 Sherwin-Williams shares in Q1 2021, an estimated $11.2M.
  • Sherwin-Williams made up 5.4% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #4 holding.
  • Lighthouse Financial Advisors first reported a position in Sherwin-Williams in Q4 2019 and has held it in 6 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.