Walled Lake Planning & Wealth Management’s Sherwin-Williams SHW Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-72	Closed	-$20K	–	279
2021 Q3	$20K	Hold	72	–	–	0.01%	221
2021 Q2	$20K	Hold	72	–	–	0.01%	208
2021 Q1	$18K	Hold	72	–	–	0.01%	204
2020 Q4	$18K	Hold	72	–	–	0.01%	187
2020 Q3	$17K	Hold	72	–	–	0.01%	182
2020 Q2	$14K	Sell	72 -72	-50%	-$13K	0.01%	180
2020 Q1	$22K	Hold	144	–	–	0.02%	140
2019 Q4	$28K	Buy	+144	New	+$27.5K	0.02%	146

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's SHW Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Sherwin-Williams (SHW) in Q4 2021, closing a stake of 72 shares — an estimated $20K sold.

Walled Lake Planning & Wealth Management first reported a position in SHW in Q4 2019 and held it in 8 quarters. The position peaked at $28K in Q4 2019. 1,442 funds tracked by Wall St. Rank hold SHW as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Sherwin-Williams position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 72 Sherwin-Williams shares in Q4 2021, an estimated $20K.
Walled Lake Planning & Wealth Management first reported a position in Sherwin-Williams in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Sherwin-Williams position peaked at $28K in Q4 2019.
1,442 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.