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Litman Gregory Wealth Management’s Sherwin-Williams SHW Stock Holding History

Litman Gregory Wealth 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
2021
Q2 		– Sell
-15
Closed -$4K – 172
2021
Q1 		$4K Hold
15
– – ﹤0.01% 172
2020
Q4 		$4K Hold
15
– – ﹤0.01% 173
2020
Q3 		$3K Hold
15
– – ﹤0.01% 191
2020
Q2 		$3K Hold
15
– – ﹤0.01% 158
2020
Q1 		$2K Hold
15
– – ﹤0.01% 155
2019
Q4 		$3K Sell
15
-72
-83% -$13.7K ﹤0.01% 194
2019
Q3 		$16K Sell
87
-72
-45% -$12.2K ﹤0.01% 124
2019
Q2 		$24K Buy
+159
New +$23.8K 0.01% 129

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Litman Gregory Wealth Management's SHW Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of Sherwin-Williams (SHW) in Q2 2021, closing a stake of 15 shares — an estimated $4K sold.

Litman Gregory Wealth Management first reported a position in SHW in Q2 2019 and held it in 8 quarters. The position peaked at $24K in Q2 2019. 1,312 funds tracked by Wall St. Rank hold SHW as of Q2 2021.

  • Litman Gregory Wealth Management reported no remaining Sherwin-Williams position as of Q2 2021 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 15 Sherwin-Williams shares in Q2 2021, an estimated $4K.
  • Litman Gregory Wealth Management first reported a position in Sherwin-Williams in Q2 2019 and held it in 8 quarters.
  • Litman Gregory Wealth Management's Sherwin-Williams position peaked at $24K in Q2 2019.
  • 1,312 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.