Sugarloaf Wealth Management’s Sherwin-Williams SHW Stock Holding History

Sugarloaf 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
2024 Q4	$208K	Buy	613 +51	+9%	+$19K	0.04%	159
2024 Q3	$214K	Buy	562 +65	+13%	+$22.7K	0.04%	158
2024 Q2	$148K	Buy	497 +1	+0.2%	+$309	0.03%	193
2024 Q1	$172K	Buy	496 +40	+9%	+$12.7K	0.04%	171
2023 Q4	$142K	Buy	456 +18	+4%	+$4.84K	0.03%	187
2023 Q3	$112K	Buy	438 +62	+16%	+$16.6K	0.03%	195
2023 Q2	$99.9K	Buy	376 +60	+19%	+$14.1K	0.02%	205
2023 Q1	$71.1K	Buy	316 +104	+49%	+$23.8K	0.02%	238
2022 Q4	$50.4K	Buy	212 +11	+5%	+$2.54K	0.01%	284
2022 Q3	$41K	Buy	201 +10	+5%	+$2.37K	0.01%	317
2022 Q2	$43K	Buy	191 +10	+6%	+$2.57K	0.01%	313
2022 Q1	$45K	Buy	181 +14	+8%	+$3.87K	0.01%	297
2021 Q4	$58K	Buy	167 +99	+146%	+$32K	0.01%	272
2021 Q3	$19K	Buy	68 +39	+134%	+$11.4K	0.01%	435
2021 Q2	$8K	Buy	+29	New	+$7.95K	﹤0.01%	537

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sugarloaf Wealth Management's SHW Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Sherwin-Williams (SHW) stake by 9.1% in Q4 2024, buying an estimated $19K and bringing the position to 613 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #159.

Sugarloaf Wealth Management first reported a position in SHW in Q2 2021 and has held it in 15 quarters since. The position peaked at $214K in Q3 2024. 1,678 funds tracked by Wall St. Rank hold SHW as of Q4 2024.

Sugarloaf Wealth Management held 613 shares of Sherwin-Williams worth $208K as of Q4 2024.
Sugarloaf Wealth Management bought 51 Sherwin-Williams shares in Q4 2024, an estimated $19K.
Sherwin-Williams made up 0.04% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #159 holding.
Sugarloaf Wealth Management first reported a position in Sherwin-Williams in Q2 2021 and has held it in 15 quarters since.
Sugarloaf Wealth Management's Sherwin-Williams position peaked at $214K in Q3 2024.
1,678 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.