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Morningstar Investment Services’s Sherwin-Williams SHW Stock Holding History

Morningstar Investment Services’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
Q4 		– Sell
-1,883
Closed -$721K – 347
2024
Q3 		$721K Buy
1,883
+128
+7% +$44.7K 0.01% 238
2024
Q2 		$521K Buy
1,755
+31
+2% +$9.59K 0.01% 244
2024
Q1 		$598K Buy
1,724
+224
+15% +$71.4K 0.01% 216
2023
Q4 		$469K Buy
+1,500
New +$403K ﹤0.01% 293

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
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morningstar Investment Services's SHW Position: Q4 2024 in Review

Morningstar Investment Services sold out of Sherwin-Williams (SHW) in Q4 2024, closing a stake of 1,883 shares — an estimated $721K sold.

Morningstar Investment Services first reported a position in SHW in Q4 2023 and held it in 4 quarters. The position peaked at $721K in Q3 2024. 1,680 funds tracked by Wall St. Rank hold SHW as of Q4 2024.

  • Morningstar Investment Services reported no remaining Sherwin-Williams position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 1,883 Sherwin-Williams shares in Q4 2024, an estimated $721K.
  • Morningstar Investment Services first reported a position in Sherwin-Williams in Q4 2023 and held it in 4 quarters.
  • Morningstar Investment Services's Sherwin-Williams position peaked at $721K in Q3 2024.
  • 1,680 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.