LM Advisors’s Sherwin-Williams SHW Stock Holding History

LM 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
2024 Q1	–	Sell	-500	Closed	-$156K	–	627
2023 Q4	$156K	Buy	+500	New	+$134K	0.03%	211

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

LM Advisors's SHW Position: Q1 2024 in Review

LM Advisors sold out of Sherwin-Williams (SHW) in Q1 2024, closing a stake of 500 shares — an estimated $156K sold.

LM Advisors first reported a position in SHW in Q4 2023 and held it in 1 quarter. The position peaked at $156K in Q4 2023. 1,582 funds tracked by Wall St. Rank hold SHW as of Q1 2024.

LM Advisors reported no remaining Sherwin-Williams position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 500 Sherwin-Williams shares in Q1 2024, an estimated $156K.
LM Advisors first reported a position in Sherwin-Williams in Q4 2023 and held it in 1 quarter.
LM Advisors's Sherwin-Williams position peaked at $156K in Q4 2023.
1,582 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.