Security National Trust’s Sherwin-Williams SHW Stock Holding History

Security National Trust’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 Q2	–	Sell	-27	Closed	-$4K	–	468
2020 Q1	$4K	Hold	27	–	–	﹤0.01%	418
2019 Q4	$5K	Buy	+27	New	+$5.15K	﹤0.01%	409
2016 Q2	–	Sell	-1,044	Closed	-$99K	–	465
2016 Q1	$99K	Sell	1,044 -30	-3%	-$2.63K	0.04%	220
2015 Q4	$93K	Hold	1,074	–	–	0.04%	219
2015 Q3	$80K	Hold	1,074	–	–	0.03%	234
2015 Q2	$98K	Hold	1,074	–	–	0.04%	229
2015 Q1	$102K	Sell	1,074 -105	-9%	-$9.79K	0.04%	228
2014 Q4	$103K	Hold	1,179	–	–	0.04%	217
2014 Q3	$86K	Hold	1,179	–	–	0.04%	231
2014 Q2	$81K	Sell	1,179 -150	-11%	-$10K	0.03%	238
2014 Q1	$87K	Hold	1,329	–	–	0.04%	231
2013 Q4	$81K	Hold	1,329	–	–	0.03%	234
2013 Q3	$81K	Hold	1,329	–	–	0.04%	222
2013 Q2	$78K	Buy	+1,329	New	+$80.2K	0.04%	222

Other funds holding SHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Security National Trust's SHW Position: Q2 2020 in Review

Security National Trust sold out of Sherwin-Williams (SHW) in Q2 2020, closing a stake of 27 shares — an estimated $4K sold.

Security National Trust first reported a position in SHW in Q2 2013 and held it in 14 quarters. The position peaked at $103K in Q4 2014. 1,118 funds tracked by Wall St. Rank hold SHW as of Q2 2020.

Security National Trust reported no remaining Sherwin-Williams position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 27 Sherwin-Williams shares in Q2 2020, an estimated $4K.
Security National Trust first reported a position in Sherwin-Williams in Q2 2013 and held it in 14 quarters.
Security National Trust's Sherwin-Williams position peaked at $103K in Q4 2014.
1,118 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.