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Omnia Family Wealth’s Sherwin-Williams SHW Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-24
Closed -$3K – 449
2019
Q1 		$3K Hold
24
– – ﹤0.01% 414
2018
Q4 		$3K Buy
+24
New +$3.24K ﹤0.01% 361

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Omnia Family Wealth's SHW Position: Q2 2019 in Review

Omnia Family Wealth sold out of Sherwin-Williams (SHW) in Q2 2019, closing a stake of 24 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in SHW in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 956 funds tracked by Wall St. Rank hold SHW as of Q2 2019.

  • Omnia Family Wealth reported no remaining Sherwin-Williams position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 24 Sherwin-Williams shares in Q2 2019, an estimated $3K.
  • Omnia Family Wealth first reported a position in Sherwin-Williams in Q4 2018 and held it in 2 quarters.
  • Omnia Family Wealth's Sherwin-Williams position peaked at $3K in Q1 2019.
  • 956 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.