Western Pacific Wealth Management’s Sherwin-Williams SHW Stock Holding History

Western Pacific 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
2023 Q4	–	Sell	-18	Closed	-$4.59K	–	274
2023 Q3	$4.59K	Hold	18	–	–	﹤0.01%	221
2023 Q2	$4.78K	Hold	18	–	–	﹤0.01%	227
2023 Q1	$4.04K	Hold	18	–	–	﹤0.01%	240
2022 Q4	$4.27K	Buy	+18	New	+$4.16K	﹤0.01%	229

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Western Pacific Wealth Management's SHW Position: Q4 2023 in Review

Western Pacific Wealth Management sold out of Sherwin-Williams (SHW) in Q4 2023, closing a stake of 18 shares — an estimated $4.59K sold.

Western Pacific Wealth Management first reported a position in SHW in Q4 2022 and held it in 4 quarters. The position peaked at $4.78K in Q2 2023. 1,510 funds tracked by Wall St. Rank hold SHW as of Q4 2023.

Western Pacific Wealth Management reported no remaining Sherwin-Williams position as of Q4 2023 after selling out during the quarter.
Western Pacific Wealth Management sold 18 Sherwin-Williams shares in Q4 2023, an estimated $4.59K.
Western Pacific Wealth Management first reported a position in Sherwin-Williams in Q4 2022 and held it in 4 quarters.
Western Pacific Wealth Management's Sherwin-Williams position peaked at $4.78K in Q2 2023.
1,510 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2023.

Based on Western Pacific Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.