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Ruedi Wealth Management’s Sherwin-Williams SHW Stock Holding History

Ruedi Wealth 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
2024
Q4 		– Sell
-49
Closed -$18.8K – 346
2024
Q3 		$18.8K Sell
49
-4
-8% -$1.4K 0.01% 134
2024
Q2 		$15.9K Buy
53
+4
+8% +$1.24K 0.01% 144
2024
Q1 		$17.1K Sell
49
-45
-48% -$14.3K 0.01% 132
2023
Q4 		$29.3K Sell
94
-19
-17% -$5.11K 0.01% 97
2023
Q3 		$28.8K Sell
113
-22
-16% -$5.89K 0.02% 95
2023
Q2 		$35.8K Hold
135
– – 0.02% 90
2023
Q1 		$30.3K Sell
135
-68
-33% -$15.6K 0.02% 105
2022
Q4 		$48.2K Buy
+203
New +$46.9K 0.03% 73

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ruedi Wealth Management's SHW Position: Q4 2024 in Review

Ruedi Wealth Management sold out of Sherwin-Williams (SHW) in Q4 2024, closing a stake of 49 shares — an estimated $18.8K sold.

Ruedi Wealth Management first reported a position in SHW in Q4 2022 and held it in 8 quarters. The position peaked at $48.2K in Q4 2022. 1,678 funds tracked by Wall St. Rank hold SHW as of Q4 2024.

  • Ruedi Wealth Management reported no remaining Sherwin-Williams position as of Q4 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 49 Sherwin-Williams shares in Q4 2024, an estimated $18.8K.
  • Ruedi Wealth Management first reported a position in Sherwin-Williams in Q4 2022 and held it in 8 quarters.
  • Ruedi Wealth Management's Sherwin-Williams position peaked at $48.2K in Q4 2022.
  • 1,678 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2024.

Based on Ruedi Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.