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Wealth Quarterback’s Sherwin-Williams SHW Stock Holding History

Wealth Quarterback’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
Q3 		$25K Buy
87
+1
+1% +$293 0.02% 329
2021
Q2 		$24K Buy
+86
New +$23.6K 0.01% 322
2020
Q2 		– Sell
-60
Closed -$9.32K – 650
2020
Q1 		$9.32K Sell
60
-222
-79% -$40.1K 0.01% 487
2019
Q4 		$54.6K Buy
+282
New +$53.8K 0.05% 226

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Wealth Quarterback's SHW Position: Q3 2021 in Review

Wealth Quarterback increased its Sherwin-Williams (SHW) stake by 1.2% in Q3 2021, buying an estimated $293 and bringing the position to 87 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #329.

Wealth Quarterback first reported a position in SHW in Q4 2019 and has held it in 4 quarters since. The position peaked at $54.6K in Q4 2019. 1,313 funds tracked by Wall St. Rank hold SHW as of Q3 2021.

  • Wealth Quarterback held 87 shares of Sherwin-Williams worth $25K as of Q3 2021.
  • Wealth Quarterback bought 1 Sherwin-Williams share in Q3 2021, an estimated $293.
  • Sherwin-Williams made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #329 holding.
  • Wealth Quarterback first reported a position in Sherwin-Williams in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Sherwin-Williams position peaked at $54.6K in Q4 2019.
  • 1,313 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.