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Long Island Wealth Management’s Sherwin-Williams SHW Stock Holding History

Long Island 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
2024
Q1 		– Sell
-8
Closed -$2K – 338
2023
Q4 		$2K Buy
+8
New +$2.15K ﹤0.01% 361

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Long Island Wealth Management's SHW Position: Q1 2024 in Review

Long Island Wealth Management sold out of Sherwin-Williams (SHW) in Q1 2024, closing a stake of 8 shares — an estimated $2K sold.

Long Island Wealth Management first reported a position in SHW in Q4 2023 and held it in 1 quarter. The position peaked at $2K in Q4 2023. 1,582 funds tracked by Wall St. Rank hold SHW as of Q1 2024.

  • Long Island Wealth Management reported no remaining Sherwin-Williams position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 8 Sherwin-Williams shares in Q1 2024, an estimated $2K.
  • Long Island Wealth Management first reported a position in Sherwin-Williams in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Sherwin-Williams position peaked at $2K in Q4 2023.
  • 1,582 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.