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Sonora Investment Management’s Sherwin-Williams SHW Stock Holding History

Sonora Investment 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
Q4 		– Sell
-6
Closed -$1K – 1767
2020
Q3 		$1K Hold
6
– – ﹤0.01% 1723
2020
Q2 		$1K Buy
+6
New +$1.08K ﹤0.01% 1694
2019
Q4 		– Sell
-150
Closed -$28K – 1726
2019
Q3 		$28K Buy
+150
New +$25.5K ﹤0.01% 695
2015
Q4 		– Sell
-48
Closed -$4K – 1104
2015
Q3 		$4K Buy
+48
New +$4.21K ﹤0.01% 826

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sonora Investment Management's SHW Position: Q4 2020 in Review

Sonora Investment Management sold out of Sherwin-Williams (SHW) in Q4 2020, closing a stake of 6 shares — an estimated $1K sold.

Sonora Investment Management first reported a position in SHW in Q3 2015 and held it in 4 quarters. The position peaked at $28K in Q3 2019. 1,276 funds tracked by Wall St. Rank hold SHW as of Q4 2020.

  • Sonora Investment Management reported no remaining Sherwin-Williams position as of Q4 2020 after selling out during the quarter.
  • Sonora Investment Management sold 6 Sherwin-Williams shares in Q4 2020, an estimated $1K.
  • Sonora Investment Management first reported a position in Sherwin-Williams in Q3 2015 and held it in 4 quarters.
  • Sonora Investment Management's Sherwin-Williams position peaked at $28K in Q3 2019.
  • 1,276 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.