Sheets Smith Wealth Management’s Sherwin-Williams SHW Stock Holding History

Sheets Smith 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
2020 Q1	–	Sell	-7,362	Closed	-$1.42M	–	318
2019 Q4	$1.42M	Sell	7,362 -201	-3%	-$38.3K	0.27%	93
2019 Q3	$1.39M	Buy	+7,563	New	+$1.29M	0.29%	94
2018 Q4	–	Sell	-7,098	Closed	-$1.08M	–	316
2018 Q3	$1.08M	Buy	+7,098	New	+$1.05M	0.22%	113
2018 Q2	–	Sell	-6,462	Closed	-$845K	–	330
2018 Q1	$845K	Sell	6,462 -138	-2%	-$18.8K	0.2%	131
2017 Q4	$902K	Buy	+6,600	New	+$868K	0.21%	126
2016 Q3	–	Sell	-8,613	Closed	-$843K	–	279
2016 Q2	$843K	Sell	8,613 -180	-2%	-$17.5K	0.24%	135
2016 Q1	$834K	Buy	+8,793	New	+$770K	0.26%	124
2015 Q3	–	Sell	-13,809	Closed	-$1.27M	–	232
2015 Q2	$1.27M	Buy	13,809 +30	+0.2%	+$2.84K	0.35%	86
2015 Q1	$1.31M	Sell	13,779 -417	-3%	-$38.9K	0.36%	82
2014 Q4	$1.25M	Buy	+14,196	New	+$1.12M	0.32%	89
2013 Q3	–	Sell	-10,092	Closed	-$594K	–	251
2013 Q2	$594K	Buy	+10,092	New	+$609K	0.2%	145

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sheets Smith Wealth Management's SHW Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of Sherwin-Williams (SHW) in Q1 2020, closing a stake of 7,362 shares — an estimated $1.42M sold.

Sheets Smith Wealth Management first reported a position in SHW in Q2 2013 and held it in 11 quarters. The position peaked at $1.42M in Q4 2019. 1,038 funds tracked by Wall St. Rank hold SHW as of Q1 2020.

Sheets Smith Wealth Management reported no remaining Sherwin-Williams position as of Q1 2020 after selling out during the quarter.
Sheets Smith Wealth Management sold 7,362 Sherwin-Williams shares in Q1 2020, an estimated $1.42M.
Sheets Smith Wealth Management first reported a position in Sherwin-Williams in Q2 2013 and held it in 11 quarters.
Sheets Smith Wealth Management's Sherwin-Williams position peaked at $1.42M in Q4 2019.
1,038 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.