Theleme Partners’s Sherwin-Williams SHW Stock Holding History

Theleme Partners’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	–	Sell	-231,567	Closed	-$88.4M	–	15
2024 Q3	$88.4M	Buy	+231,567	New	+$80.8M	5.05%	8

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

Theleme Partners's SHW Position: Q4 2024 in Review

Theleme Partners sold out of Sherwin-Williams (SHW) in Q4 2024, closing a stake of 231,567 shares — an estimated $88.4M sold.

Theleme Partners first reported a position in SHW in Q3 2024 and held it in 1 quarter. The position peaked at $88.4M in Q3 2024. 1,678 funds tracked by Wall St. Rank hold SHW as of Q4 2024.

Theleme Partners reported no remaining Sherwin-Williams position as of Q4 2024 after selling out during the quarter.
Theleme Partners sold 231,567 Sherwin-Williams shares in Q4 2024, an estimated $88.4M.
Theleme Partners first reported a position in Sherwin-Williams in Q3 2024 and held it in 1 quarter.
Theleme Partners's Sherwin-Williams position peaked at $88.4M in Q3 2024.
1,678 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2024.

Based on Theleme Partners's 13F filing for Q4 2024, filed 14 Feb 2025.