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Squar Milner Financial Services’s Sherwin-Williams SHW Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-609
Closed -$93K – 618
2020
Q1 		$93K Sell
609
-6
-1% -$1.08K 0.06% 281
2019
Q4 		$119K Buy
+615
New +$117K 0.06% 287
2019
Q3 		– Sell
-621
Closed -$95K – 621
2019
Q2 		$95K Hold
621
– – 0.06% 282
2019
Q1 		$89K Buy
621
+21
+4% +$2.92K 0.07% 271
2018
Q4 		$79K Hold
600
– – 0.08% 249
2018
Q3 		$91K Hold
600
– – 0.08% 250
2018
Q2 		$82K Buy
+600
New +$77.6K 0.07% 273

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squar Milner Financial Services's SHW Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Sherwin-Williams (SHW) in Q2 2020, closing a stake of 609 shares — an estimated $93K sold.

Squar Milner Financial Services first reported a position in SHW in Q2 2018 and held it in 7 quarters. The position peaked at $119K in Q4 2019. 1,118 funds tracked by Wall St. Rank hold SHW as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Sherwin-Williams position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 609 Sherwin-Williams shares in Q2 2020, an estimated $93K.
  • Squar Milner Financial Services first reported a position in Sherwin-Williams in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Sherwin-Williams position peaked at $119K in Q4 2019.
  • 1,118 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.