Nelson Capital Management’s Sherwin-Williams SHW Stock Holding History

Nelson Capital 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
2019 Q4	–	Sell	-141	Closed	-$26K	–	255
2019 Q3	$26K	Hold	141	–	–	0.01%	192
2019 Q2	$22K	Hold	141	–	–	0.01%	191
2019 Q1	$20K	Buy	+141	New	+$19.6K	0.01%	189
2018 Q1	–	Sell	-210	Closed	-$29K	–	309
2017 Q4	$29K	Hold	210	–	–	0.01%	175
2017 Q3	$25K	Hold	210	–	–	0.01%	173
2017 Q2	$25K	Hold	210	–	–	0.01%	175
2017 Q1	$22K	Hold	210	–	–	0.01%	187
2016 Q4	$19K	Hold	210	–	–	0.01%	185
2016 Q3	$19K	Hold	210	–	–	0.01%	185
2016 Q2	$21K	Buy	+210	New	+$20.5K	0.01%	173

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nelson Capital Management's SHW Position: Q4 2019 in Review

Nelson Capital Management sold out of Sherwin-Williams (SHW) in Q4 2019, closing a stake of 141 shares — an estimated $26K sold.

Nelson Capital Management first reported a position in SHW in Q2 2016 and held it in 10 quarters. The position peaked at $29K in Q4 2017. 1,110 funds tracked by Wall St. Rank hold SHW as of Q4 2019.

Nelson Capital Management reported no remaining Sherwin-Williams position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 141 Sherwin-Williams shares in Q4 2019, an estimated $26K.
Nelson Capital Management first reported a position in Sherwin-Williams in Q2 2016 and held it in 10 quarters.
Nelson Capital Management's Sherwin-Williams position peaked at $29K in Q4 2017.
1,110 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.