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MinichMacGregor Wealth Management’s Sherwin-Williams SHW Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-227
Closed -$53.9K – 551
2022
Q4 		$53.9K Buy
+227
New +$52.5K 0.02% 172

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

MinichMacGregor Wealth Management's SHW Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Sherwin-Williams (SHW) in Q1 2023, closing a stake of 227 shares — an estimated $53.9K sold.

MinichMacGregor Wealth Management first reported a position in SHW in Q4 2022 and held it in 1 quarter. The position peaked at $53.9K in Q4 2022. 1,297 funds tracked by Wall St. Rank hold SHW as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Sherwin-Williams position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 227 Sherwin-Williams shares in Q1 2023, an estimated $53.9K.
  • MinichMacGregor Wealth Management first reported a position in Sherwin-Williams in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Sherwin-Williams position peaked at $53.9K in Q4 2022.
  • 1,297 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.