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Wetzel Investment Advisors’s Sherwin-Williams SHW Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-28
Closed -$9.72K – 759
2024
Q2 		$9.72K Sell
28
-81
-74% -$25.1K 0.01% 468
2024
Q1 		$33.7K Sell
109
-5
-4% -$1.59K 0.02% 297
2023
Q4 		$36K Buy
+114
New +$30.7K 0.02% 289

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wetzel Investment Advisors's SHW Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Sherwin-Williams (SHW) in Q3 2024, closing a stake of 28 shares — an estimated $9.72K sold.

Wetzel Investment Advisors first reported a position in SHW in Q4 2023 and held it in 3 quarters. The position peaked at $36K in Q4 2023. 1,645 funds tracked by Wall St. Rank hold SHW as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Sherwin-Williams position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 28 Sherwin-Williams shares in Q3 2024, an estimated $9.72K.
  • Wetzel Investment Advisors first reported a position in Sherwin-Williams in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Sherwin-Williams position peaked at $36K in Q4 2023.
  • 1,645 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.