Marks Group Wealth Management’s Sherwin-Williams SHW Stock Holding History

Marks Group 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
2022 Q1	–	Sell	-8,804	Closed	-$3.1M	–	328
2021 Q4	$3.1M	Sell	8,804 -12,444	-59%	-$4.02M	0.38%	96
2021 Q3	$5.96M	Sell	21,248 -251	-1%	-$73.5K	0.81%	41
2021 Q2	$5.87M	Sell	21,499 -608	-3%	-$167K	0.81%	35
2021 Q1	$5.41M	Buy	22,107 +288	+1%	+$68.6K	0.8%	48
2020 Q4	$5.34M	Sell	21,819 -72	-0.3%	-$17.1K	0.83%	36
2020 Q3	$5.08M	Sell	21,891 -174	-0.8%	-$38K	0.92%	18
2020 Q2	$4.24M	Sell	22,065 -1,743	-7%	-$314K	0.86%	43
2020 Q1	$3.64M	Sell	23,808 -1,578	-6%	-$285K	0.94%	51
2019 Q4	$4.94M	Buy	+25,386	New	+$4.84M	0.97%	20

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Marks Group Wealth Management's SHW Position: Q1 2022 in Review

Marks Group Wealth Management sold out of Sherwin-Williams (SHW) in Q1 2022, closing a stake of 8,804 shares — an estimated $3.1M sold.

Marks Group Wealth Management first reported a position in SHW in Q4 2019 and held it in 9 quarters. The position peaked at $5.96M in Q3 2021. 1,356 funds tracked by Wall St. Rank hold SHW as of Q1 2022.

Marks Group Wealth Management reported no remaining Sherwin-Williams position as of Q1 2022 after selling out during the quarter.
Marks Group Wealth Management sold 8,804 Sherwin-Williams shares in Q1 2022, an estimated $3.1M.
Marks Group Wealth Management first reported a position in Sherwin-Williams in Q4 2019 and held it in 9 quarters.
Marks Group Wealth Management's Sherwin-Williams position peaked at $5.96M in Q3 2021.
1,356 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2022.

Based on Marks Group Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.