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Sutton Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$49.5K Buy
194
+102
+111% +$27.3K 0.02% 227
2023
Q2 		$24.4K Hold
92
– – 0.01% 323
2023
Q1 		$20.7K Buy
92
+3
+3% +$687 0.01% 308
2022
Q4 		$21.1K Sell
89
-14
-14% -$3.24K 0.01% 677
2022
Q3 		$21.1K Sell
103
-2
-2% -$474 0.01% 644
2022
Q2 		$23.5K Buy
105
+10
+11% +$2.57K 0.01% 618
2022
Q1 		$23.7K Buy
95
+7
+8% +$1.93K 0.01% 661
2021
Q4 		$31K Hold
88
– – 0.01% 564
2021
Q3 		$24.6K Buy
88
+1
+1% +$293 0.01% 632
2021
Q2 		$23.7K Hold
87
– – 0.01% 654
2021
Q1 		$21.4K Buy
87
+3
+4% +$715 0.01% 658
2020
Q4 		$20.6K Buy
84
+9
+12% +$2.13K 0.01% 605
2020
Q3 		$17.4K Hold
75
– – 0.01% 585
2020
Q2 		$14.4K Buy
75
+6
+9% +$1.08K 0.01% 617
2020
Q1 		$10.6K Hold
69
– – 0.01% 640
2019
Q4 		$13.4K Hold
69
– – 0.01% 745
2019
Q3 		$12.6K Hold
69
– – 0.01% 721
2019
Q2 		$10.5K Buy
69
+15
+28% +$2.24K 0.01% 760
2019
Q1 		$7.75K Buy
54
+9
+20% +$1.25K ﹤0.01% 845
2018
Q4 		$5.9K Hold
45
– – ﹤0.01% 857
2018
Q3 		$6.83K Hold
45
– – ﹤0.01% 854
2018
Q2 		$6.11K Hold
45
– – ﹤0.01% 901
2018
Q1 		$5.88K Hold
45
– – ﹤0.01% 903
2017
Q4 		$6.15K Hold
45
– – ﹤0.01% 866
2017
Q3 		$5.37K Hold
45
– – ﹤0.01% 868
2017
Q2 		$5.26K Hold
45
– – ﹤0.01% 866
2017
Q1 		$4.65K Hold
45
– – ﹤0.01% 856
2016
Q4 		$4.03K Sell
45
-15
-25% -$1.33K ﹤0.01% 871
2016
Q3 		$5.53K Hold
60
– – 0.01% 796
2016
Q2 		$5.87K Hold
60
– – 0.01% 749
2016
Q1 		$5.69K Buy
+60
New +$5.25K 0.01% 716

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sutton Wealth Advisors's SHW Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Sherwin-Williams (SHW) stake by 111% in Q3 2023, buying an estimated $27.3K and bringing the position to 194 shares worth $49.5K. The position accounts for 0.02% of the portfolio, ranked #227.

Sutton Wealth Advisors first reported a position in SHW in Q1 2016 and has held it in 31 quarters since. 1,401 funds tracked by Wall St. Rank hold SHW as of Q3 2023.

  • Sutton Wealth Advisors held 194 shares of Sherwin-Williams worth $49.5K as of Q3 2023.
  • Sutton Wealth Advisors bought 102 Sherwin-Williams shares in Q3 2023, an estimated $27.3K.
  • Sherwin-Williams made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #227 holding.
  • Sutton Wealth Advisors first reported a position in Sherwin-Williams in Q1 2016 and has held it in 31 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.