Wealthcare Capital Management’s Sherwin-Williams SHW Stock Holding History

Wealthcare Capital 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 Q2	–	Sell	-408	Closed	-$100K	–	565
2021 Q1	$100K	Buy	+408	New	+$97.2K	0.01%	100
2020 Q2	–	Sell	-345	Closed	-$53K	–	210
2020 Q1	$53K	Hold	345	–	–	0.01%	87
2019 Q4	$67K	Buy	345 +21	+6%	+$4K	0.01%	97
2019 Q3	$60K	Hold	324	–	–	0.01%	92
2019 Q2	$49K	Hold	324	–	–	0.01%	97
2019 Q1	$47K	Hold	324	–	–	0.01%	100
2018 Q4	$42K	Hold	324	–	–	0.01%	100
2018 Q3	$49K	Hold	324	–	–	0.01%	90
2018 Q2	$44K	Hold	324	–	–	0.01%	92
2018 Q1	$42K	Hold	324	–	–	﹤0.01%	91
2017 Q4	$44K	Hold	324	–	–	0.01%	91
2017 Q3	$39K	Hold	324	–	–	﹤0.01%	90
2017 Q2	$38K	Hold	324	–	–	﹤0.01%	91
2017 Q1	$34K	Hold	324	–	–	﹤0.01%	94
2016 Q4	$29K	Hold	324	–	–	﹤0.01%	96
2016 Q3	$30K	Hold	324	–	–	﹤0.01%	94
2016 Q2	$32K	Hold	324	–	–	﹤0.01%	85
2016 Q1	$31K	Hold	324	–	–	﹤0.01%	94
2015 Q4	$28K	Hold	324	–	–	﹤0.01%	104
2015 Q3	$24K	Hold	324	–	–	﹤0.01%	122
2015 Q2	$30K	Hold	324	–	–	﹤0.01%	130
2015 Q1	$31K	Hold	324	–	–	﹤0.01%	340
2014 Q4	$28K	Hold	324	–	–	﹤0.01%	107
2014 Q3	$24K	Hold	324	–	–	﹤0.01%	110
2014 Q2	$22K	Hold	324	–	–	﹤0.01%	107
2014 Q1	$21K	Hold	324	–	–	﹤0.01%	105
2013 Q4	$20K	Hold	324	–	–	﹤0.01%	68
2013 Q3	$20K	Hold	324	–	–	﹤0.01%	65
2013 Q2	$19K	Buy	+324	New	+$19.5K	﹤0.01%	66

Other funds holding SHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthcare Capital Management's SHW Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Sherwin-Williams (SHW) in Q2 2021, closing a stake of 408 shares — an estimated $100K sold.

Wealthcare Capital Management first reported a position in SHW in Q2 2013 and held it in 29 quarters. The position peaked at $100K in Q1 2021. 1,314 funds tracked by Wall St. Rank hold SHW as of Q2 2021.

Wealthcare Capital Management reported no remaining Sherwin-Williams position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 408 Sherwin-Williams shares in Q2 2021, an estimated $100K.
Wealthcare Capital Management first reported a position in Sherwin-Williams in Q2 2013 and held it in 29 quarters.
Wealthcare Capital Management's Sherwin-Williams position peaked at $100K in Q1 2021.
1,314 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.