WealthStone’s Sherwin-Williams SHW Stock Holding History

WealthStone’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 Q1	$226K	Buy	921 +105	+13%	+$25K	0.08%	223
2020 Q4	$200K	Buy	+816	New	+$194K	0.07%	225

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthStone's SHW Position: Q1 2021 in Review

WealthStone increased its Sherwin-Williams (SHW) stake by 13% in Q1 2021, buying an estimated $25K and bringing the position to 921 shares worth $226K. The position accounts for 0.08% of the portfolio, ranked #223.

WealthStone first reported a position in SHW in Q4 2020 and has held it in 2 quarters since. 1,292 funds tracked by Wall St. Rank hold SHW as of Q1 2021.

WealthStone held 921 shares of Sherwin-Williams worth $226K as of Q1 2021.
WealthStone bought 105 Sherwin-Williams shares in Q1 2021, an estimated $25K.
Sherwin-Williams made up 0.08% of WealthStone's portfolio in Q1 2021, its #223 holding.
WealthStone first reported a position in Sherwin-Williams in Q4 2020 and has held it in 2 quarters since.
1,292 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.