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Rowland Carmichael Advisors’s Sherwin-Williams SHW Stock Holding History

Rowland Carmichael 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
2020
Q4 		$1.05M Hold
4,305
– – 0.33% 73
2020
Q3 		$1M Buy
4,305
+657
+18% +$143K 0.39% 66
2020
Q2 		$703K Buy
+3,648
New +$658K 0.3% 89

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rowland Carmichael Advisors's SHW Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Sherwin-Williams (SHW) position steady in Q4 2020 at 4,305 shares worth $1.05M. The position accounts for 0.33% of the portfolio, ranked #73.

Rowland Carmichael Advisors first reported a position in SHW in Q2 2020 and has held it in 3 quarters since. 1,275 funds tracked by Wall St. Rank hold SHW as of Q4 2020.

  • Rowland Carmichael Advisors held 4,305 shares of Sherwin-Williams worth $1.05M as of Q4 2020.
  • Rowland Carmichael Advisors left its Sherwin-Williams share count unchanged in Q4 2020.
  • Sherwin-Williams made up 0.33% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #73 holding.
  • Rowland Carmichael Advisors first reported a position in Sherwin-Williams in Q2 2020 and has held it in 3 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.