SSWG
SHW icon

Seven Springs Wealth Group’s Sherwin-Williams SHW Stock Holding History

Seven Springs Wealth Group’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
2021
Q4 		– Sell
-1,248
Closed -$349K – 78
2021
Q3 		$349K Hold
1,248
– – 0.17% 50
2021
Q2 		$340K Buy
+1,248
New +$342K 0.15% 58
2021
Q1 		– Sell
-24
Closed -$6K – 239
2020
Q4 		$6K Buy
+24
New +$5.69K ﹤0.01% 130

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Seven Springs Wealth Group's SHW Position: Q4 2021 in Review

Seven Springs Wealth Group sold out of Sherwin-Williams (SHW) in Q4 2021, closing a stake of 1,248 shares — an estimated $349K sold.

Seven Springs Wealth Group first reported a position in SHW in Q4 2020 and held it in 3 quarters. The position peaked at $349K in Q3 2021. 1,442 funds tracked by Wall St. Rank hold SHW as of Q4 2021.

  • Seven Springs Wealth Group reported no remaining Sherwin-Williams position as of Q4 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 1,248 Sherwin-Williams shares in Q4 2021, an estimated $349K.
  • Seven Springs Wealth Group first reported a position in Sherwin-Williams in Q4 2020 and held it in 3 quarters.
  • Seven Springs Wealth Group's Sherwin-Williams position peaked at $349K in Q3 2021.
  • 1,442 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2021.

Based on Seven Springs Wealth Group's 13F filing for Q4 2021, filed 4 Feb 2022.