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Personal Capital Advisors’s Sherwin-Williams SHW Stock Holding History

Personal Capital Advisors’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
Q4 		$72.6M Buy
305,753
+12,075
+4% +$2.79M 0.35% 64
2022
Q3 		$60.1M Buy
293,678
+42,567
+17% +$10.1M 0.33% 72
2022
Q2 		$56.2M Sell
251,111
-25,860
-9% -$6.63M 0.29% 80
2022
Q1 		$69.1M Buy
276,971
+1,144
+0.4% +$316K 0.32% 75
2021
Q4 		$97.3M Buy
275,827
+5,183
+2% +$1.67M 0.45% 45
2021
Q3 		$75.7M Buy
270,644
+13,023
+5% +$3.81M 0.38% 53
2021
Q2 		$70.2M Buy
257,621
+11,423
+5% +$3.13M 0.36% 61
2021
Q1 		$60.6M Buy
246,198
+14,991
+6% +$3.57M 0.35% 65
2020
Q4 		$56.6M Buy
231,207
+6,123
+3% +$1.45M 0.36% 63
2020
Q3 		$52.3M Buy
225,084
+3,759
+2% +$821K 0.39% 57
2020
Q2 		$42.6M Buy
221,325
+7,332
+3% +$1.32M 0.35% 68
2020
Q1 		$32.9M Buy
+213,993
New +$38.6M 0.32% 68

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 $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Personal Capital Advisors's SHW Position: Q4 2022 in Review

Personal Capital Advisors increased its Sherwin-Williams (SHW) stake by 4.1% in Q4 2022, buying an estimated $2.79M and bringing the position to 305,753 shares worth $72.6M. The position accounts for 0.35% of the portfolio, ranked #64.

Personal Capital Advisors first reported a position in SHW in Q1 2020 and has held it in 12 quarters since. The position peaked at $97.3M in Q4 2021. 1,329 funds tracked by Wall St. Rank hold SHW as of Q4 2022.

  • Personal Capital Advisors held 305,753 shares of Sherwin-Williams worth $72.6M as of Q4 2022.
  • Personal Capital Advisors bought 12,075 Sherwin-Williams shares in Q4 2022, an estimated $2.79M.
  • Sherwin-Williams made up 0.35% of Personal Capital Advisors's portfolio in Q4 2022, its #64 holding.
  • Personal Capital Advisors first reported a position in Sherwin-Williams in Q1 2020 and has held it in 12 quarters since.
  • Personal Capital Advisors's Sherwin-Williams position peaked at $97.3M in Q4 2021.
  • 1,329 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.