Westover Capital Advisors’s Sherwin-Williams SHW Stock Holding History

Westover Capital Advisors’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
2019 Q4	–	Sell	-6,954	Closed	-$1.27M	–	152
2019 Q3	$1.27M	Sell	6,954 -60	-0.9%	-$10.2K	0.6%	47
2019 Q2	$1.07M	Buy	+7,014	New	+$1.05M	0.53%	51
2016 Q4	–	Sell	-5,070	Closed	-$468K	–	103
2016 Q3	$468K	Sell	5,070 -8,814	-63%	-$855K	0.35%	67
2016 Q2	$1.36M	Sell	13,884 -12	-0.1%	-$1.17K	1.11%	34
2016 Q1	$1.32M	Buy	13,896 +1,944	+16%	+$170K	1.11%	33
2015 Q4	$1.03M	Buy	+11,952	New	+$1.03M	0.86%	40

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

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Westover Capital Advisors's SHW Position: Q4 2019 in Review

Westover Capital Advisors sold out of Sherwin-Williams (SHW) in Q4 2019, closing a stake of 6,954 shares — an estimated $1.27M sold.

Westover Capital Advisors first reported a position in SHW in Q4 2015 and held it in 6 quarters. The position peaked at $1.36M in Q2 2016. 1,111 funds tracked by Wall St. Rank hold SHW as of Q4 2019.

Westover Capital Advisors reported no remaining Sherwin-Williams position as of Q4 2019 after selling out during the quarter.
Westover Capital Advisors sold 6,954 Sherwin-Williams shares in Q4 2019, an estimated $1.27M.
Westover Capital Advisors first reported a position in Sherwin-Williams in Q4 2015 and held it in 6 quarters.
Westover Capital Advisors's Sherwin-Williams position peaked at $1.36M in Q2 2016.
1,111 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2019.

Based on Westover Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.