Tower View Wealth Management’s Sherwin-Williams SHW Stock Holding History

Tower View 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
2022 Q2	–	Sell	-11,008	Closed	-$2.75M	–	193
2022 Q1	$2.75M	Buy	11,008 +373	+4%	+$103K	1.48%	31
2021 Q4	$3.75M	Buy	10,635 +53	+0.5%	+$17.1K	1.91%	21
2021 Q3	$2.96M	Buy	10,582 +140	+1%	+$41K	1.64%	29
2021 Q2	$2.85M	Sell	10,442 -64	-0.6%	-$17.5K	1.44%	35
2021 Q1	$2.58M	Buy	10,506 +252	+2%	+$60K	1.41%	32
2020 Q4	$2.51M	Buy	10,254 +318	+3%	+$75.4K	1.43%	34
2020 Q3	$2.31M	Buy	9,936 +4,164	+72%	+$909K	1.5%	32
2020 Q2	$1.11M	Buy	+5,772	New	+$1.04M	0.81%	49

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Tower View Wealth Management's SHW Position: Q2 2022 in Review

Tower View Wealth Management sold out of Sherwin-Williams (SHW) in Q2 2022, closing a stake of 11,008 shares — an estimated $2.75M sold.

Tower View Wealth Management first reported a position in SHW in Q2 2020 and held it in 8 quarters. The position peaked at $3.75M in Q4 2021. 1,307 funds tracked by Wall St. Rank hold SHW as of Q2 2022.

Tower View Wealth Management reported no remaining Sherwin-Williams position as of Q2 2022 after selling out during the quarter.
Tower View Wealth Management sold 11,008 Sherwin-Williams shares in Q2 2022, an estimated $2.75M.
Tower View Wealth Management first reported a position in Sherwin-Williams in Q2 2020 and held it in 8 quarters.
Tower View Wealth Management's Sherwin-Williams position peaked at $3.75M in Q4 2021.
1,307 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2022.

Based on Tower View Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.