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

McClarren 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
2023
Q2 		– Sell
-11
Closed -$2K – 448
2023
Q1 		$2K Hold
11
– – ﹤0.01% 290
2022
Q4 		$2K Buy
11
+1
+10% +$231 ﹤0.01% 300
2022
Q3 		$2K Buy
+10
New +$2.37K ﹤0.01% 280
2022
Q2 		– Sell
-29
Closed -$7K – 224
2022
Q1 		$7K Sell
29
-1
-3% -$276 0.01% 220
2021
Q4 		$11K Buy
30
+1
+3% +$323 0.01% 232
2021
Q3 		$8K Buy
+29
New +$8.49K 0.01% 224

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

McClarren Financial Advisors's SHW Position: Q2 2023 in Review

McClarren Financial Advisors sold out of Sherwin-Williams (SHW) in Q2 2023, closing a stake of 11 shares — an estimated $2K sold.

McClarren Financial Advisors first reported a position in SHW in Q3 2021 and held it in 6 quarters. The position peaked at $11K in Q4 2021. 1,360 funds tracked by Wall St. Rank hold SHW as of Q2 2023.

  • McClarren Financial Advisors reported no remaining Sherwin-Williams position as of Q2 2023 after selling out during the quarter.
  • McClarren Financial Advisors sold 11 Sherwin-Williams shares in Q2 2023, an estimated $2K.
  • McClarren Financial Advisors first reported a position in Sherwin-Williams in Q3 2021 and held it in 6 quarters.
  • McClarren Financial Advisors's Sherwin-Williams position peaked at $11K in Q4 2021.
  • 1,360 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2023.

Based on McClarren Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.