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

Minot 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
-2,201
Closed -$775K – 222
2021
Q4 		$775K Buy
2,201
+142
+7% +$45.9K 0.15% 102
2021
Q3 		$576K Hold
2,059
– – 0.12% 116
2021
Q2 		$573K Buy
+2,059
New +$564K 0.13% 115

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Minot Wealth Management's SHW Position: Q1 2022 in Review

Minot Wealth Management sold out of Sherwin-Williams (SHW) in Q1 2022, closing a stake of 2,201 shares — an estimated $775K sold.

Minot Wealth Management first reported a position in SHW in Q2 2021 and held it in 3 quarters. The position peaked at $775K in Q4 2021. 1,357 funds tracked by Wall St. Rank hold SHW as of Q1 2022.

  • Minot Wealth Management reported no remaining Sherwin-Williams position as of Q1 2022 after selling out during the quarter.
  • Minot Wealth Management sold 2,201 Sherwin-Williams shares in Q1 2022, an estimated $775K.
  • Minot Wealth Management first reported a position in Sherwin-Williams in Q2 2021 and held it in 3 quarters.
  • Minot Wealth Management's Sherwin-Williams position peaked at $775K in Q4 2021.
  • 1,357 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2022.

Based on Minot Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.