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Shepherd Kaplan Krochuk’s Sherwin-Williams SHW Stock Holding History

Shepherd Kaplan Krochuk’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
2018
Q4 		– Sell
-2,643
Closed -$401K – 232
2018
Q3 		$401K Hold
2,643
– – 0.21% 129
2018
Q2 		$359K Hold
2,643
– – 0.22% 125
2018
Q1 		$345K Hold
2,643
– – 0.21% 134
2017
Q4 		$361K Hold
2,643
– – 0.22% 124
2017
Q3 		$315K Hold
2,643
– – 0.26% 112
2017
Q2 		$309K Hold
2,643
– – 0.18% 128
2017
Q1 		$273K Hold
2,643
– – 0.14% 137
2016
Q4 		$237K Buy
+2,643
New +$234K 0.07% 153

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shepherd Kaplan Krochuk's SHW Position: Q4 2018 in Review

Shepherd Kaplan Krochuk sold out of Sherwin-Williams (SHW) in Q4 2018, closing a stake of 2,643 shares — an estimated $401K sold.

Shepherd Kaplan Krochuk first reported a position in SHW in Q4 2016 and held it in 8 quarters. The position peaked at $401K in Q3 2018. 923 funds tracked by Wall St. Rank hold SHW as of Q4 2018.

  • Shepherd Kaplan Krochuk reported no remaining Sherwin-Williams position as of Q4 2018 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 2,643 Sherwin-Williams shares in Q4 2018, an estimated $401K.
  • Shepherd Kaplan Krochuk first reported a position in Sherwin-Williams in Q4 2016 and held it in 8 quarters.
  • Shepherd Kaplan Krochuk's Sherwin-Williams position peaked at $401K in Q3 2018.
  • 923 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2018.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2018, filed 12 Feb 2019.