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

Western 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
2022
Q3 		– Sell
-6,137
Closed -$1.37M – 848
2022
Q2 		$1.37M Buy
6,137
+38
+0.6% +$9.75K 0.08% 244
2022
Q1 		$1.52M Buy
6,099
+3,629
+147% +$1M 0.07% 253
2021
Q4 		$870K Buy
+2,470
New +$798K 0.09% 216
2021
Q2 		$602K Buy
2,218
+250
+13% +$68.5K 0.06% 320
2021
Q1 		$484K Sell
1,968
-567
-22% -$135K 0.07% 283
2020
Q4 		$621K Buy
2,535
+309
+14% +$73.3K 0.09% 221
2020
Q3 		$517K Buy
2,226
+435
+24% +$95K 0.08% 232
2020
Q2 		$345K Hold
1,791
– – 0.06% 286
2020
Q1 		$275K Buy
1,791
+660
+58% +$119K 0.06% 279
2019
Q4 		$220K Buy
+1,131
New +$216K 0.03% 374

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Western Wealth Management's SHW Position: Q3 2022 in Review

Western Wealth Management sold out of Sherwin-Williams (SHW) in Q3 2022, closing a stake of 6,137 shares — an estimated $1.37M sold.

Western Wealth Management first reported a position in SHW in Q4 2019 and held it in 10 quarters. The position peaked at $1.52M in Q1 2022. 1,259 funds tracked by Wall St. Rank hold SHW as of Q3 2022.

  • Western Wealth Management reported no remaining Sherwin-Williams position as of Q3 2022 after selling out during the quarter.
  • Western Wealth Management sold 6,137 Sherwin-Williams shares in Q3 2022, an estimated $1.37M.
  • Western Wealth Management first reported a position in Sherwin-Williams in Q4 2019 and held it in 10 quarters.
  • Western Wealth Management's Sherwin-Williams position peaked at $1.52M in Q1 2022.
  • 1,259 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2022.

Based on Western Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.