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US Financial Advisors’s Sherwin-Williams SHW Stock Holding History

US Financial 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
2024
Q2 		– Sell
-615
Closed -$214K – 88
2024
Q1 		$214K Buy
+615
New +$196K 0.07% 77
2022
Q1 		– Sell
-615
Closed -$217K – 81
2021
Q4 		$217K Buy
+615
New +$199K 0.1% 73
2015
Q4 		– Sell
-252
Closed -$19K – 664
2015
Q3 		$19K Hold
252
– – 0.03% 214
2015
Q2 		$23K Buy
+252
New +$23.9K 0.02% 167

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

US Financial Advisors's SHW Position: Q2 2024 in Review

US Financial Advisors sold out of Sherwin-Williams (SHW) in Q2 2024, closing a stake of 615 shares — an estimated $214K sold.

US Financial Advisors first reported a position in SHW in Q2 2015 and held it in 4 quarters. The position peaked at $217K in Q4 2021. 1,534 funds tracked by Wall St. Rank hold SHW as of Q2 2024.

  • US Financial Advisors reported no remaining Sherwin-Williams position as of Q2 2024 after selling out during the quarter.
  • US Financial Advisors sold 615 Sherwin-Williams shares in Q2 2024, an estimated $214K.
  • US Financial Advisors first reported a position in Sherwin-Williams in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's Sherwin-Williams position peaked at $217K in Q4 2021.
  • 1,534 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2024.

Based on US Financial Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.