McDaniel Terry & Co’s Sherwin-Williams SHW Stock Holding History

McDaniel Terry & Co’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 Q2	–	Sell	-804	Closed	-$279K	–	103
2024 Q1	$279K	Buy	+804	New	+$256K	0.02%	89

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

McDaniel Terry & Co's SHW Position: Q2 2024 in Review

McDaniel Terry & Co sold out of Sherwin-Williams (SHW) in Q2 2024, closing a stake of 804 shares — an estimated $279K sold.

McDaniel Terry & Co first reported a position in SHW in Q1 2024 and held it in 1 quarter. The position peaked at $279K in Q1 2024. 1,532 funds tracked by Wall St. Rank hold SHW as of Q2 2024.

McDaniel Terry & Co reported no remaining Sherwin-Williams position as of Q2 2024 after selling out during the quarter.
McDaniel Terry & Co sold 804 Sherwin-Williams shares in Q2 2024, an estimated $279K.
McDaniel Terry & Co first reported a position in Sherwin-Williams in Q1 2024 and held it in 1 quarter.
McDaniel Terry & Co's Sherwin-Williams position peaked at $279K in Q1 2024.
1,532 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2024.

Based on McDaniel Terry & Co's 13F filing for Q2 2024, filed 5 Aug 2024.