Standard Family Office’s Sherwin-Williams SHW Stock Holding History

Standard Family Office’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
2022 Q4	–	Sell	-126	Closed	-$26K	–	372
2022 Q3	$26K	Buy	+126	New	+$29.8K	0.01%	185
2021 Q4	–	Sell	-150	Closed	-$42K	–	238
2021 Q3	$42K	Sell	150 -237	-61%	-$69.4K	0.01%	55
2021 Q2	$105K	Buy	387 +150	+63%	+$41.1K	0.02%	206
2021 Q1	$58K	Buy	237 +225	+1,875%	+$53.6K	0.01%	250
2020 Q4	$3K	Buy	+12	New	+$2.85K	﹤0.01%	370

Other funds holding SHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Standard Family Office's SHW Position: Q4 2022 in Review

Standard Family Office sold out of Sherwin-Williams (SHW) in Q4 2022, closing a stake of 126 shares — an estimated $26K sold.

Standard Family Office first reported a position in SHW in Q4 2020 and held it in 5 quarters. The position peaked at $105K in Q2 2021. 1,329 funds tracked by Wall St. Rank hold SHW as of Q4 2022.

Standard Family Office reported no remaining Sherwin-Williams position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 126 Sherwin-Williams shares in Q4 2022, an estimated $26K.
Standard Family Office first reported a position in Sherwin-Williams in Q4 2020 and held it in 5 quarters.
Standard Family Office's Sherwin-Williams position peaked at $105K in Q2 2021.
1,329 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.