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Milestone Investment Advisors’s Sherwin-Williams SHW Stock Holding History

Milestone Investment 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
Q4 		– Sell
-628
Closed -$160K – 389
2023
Q3 		$160K Buy
+628
New +$168K 0.05% 117
2023
Q2 		– Sell
-628
Closed -$141K – 385
2023
Q1 		$141K Buy
+628
New +$144K 0.04% 125

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Milestone Investment Advisors's SHW Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Sherwin-Williams (SHW) in Q4 2023, closing a stake of 628 shares — an estimated $160K sold.

Milestone Investment Advisors first reported a position in SHW in Q1 2023 and held it in 2 quarters. The position peaked at $160K in Q3 2023. 1,510 funds tracked by Wall St. Rank hold SHW as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Sherwin-Williams position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 628 Sherwin-Williams shares in Q4 2023, an estimated $160K.
  • Milestone Investment Advisors first reported a position in Sherwin-Williams in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Sherwin-Williams position peaked at $160K in Q3 2023.
  • 1,510 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.