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SSWM
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
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Fiera Capital (Canada)
Montreal, Quebec, Canada
$29.2B AUM
20.16%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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