Whitener Capital Management’s Sherwin-Williams SHW Stock Holding History

Whitener Capital 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
2019 Q4	–	Sell	-300	Closed	-$54K	–	374
2019 Q3	$54K	Hold	300	–	–	0.03%	217
2019 Q2	$45K	Hold	300	–	–	0.03%	236
2019 Q1	$43K	Hold	300	–	–	0.03%	233
2018 Q4	$39K	Hold	300	–	–	0.03%	215
2018 Q3	$45K	Buy	+300	New	+$44.4K	0.03%	210
2018 Q2	–	Sell	-300	Closed	-$39K	–	351
2018 Q1	$39K	Buy	300 +171	+133%	+$23.3K	0.03%	223
2017 Q4	$17K	Buy	+129	New	+$17K	0.01%	276

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

Whitener Capital Management's SHW Position: Q4 2019 in Review

Whitener Capital Management sold out of Sherwin-Williams (SHW) in Q4 2019, closing a stake of 300 shares — an estimated $54K sold.

Whitener Capital Management first reported a position in SHW in Q4 2017 and held it in 7 quarters. The position peaked at $54K in Q3 2019. 1,111 funds tracked by Wall St. Rank hold SHW as of Q4 2019.

Whitener Capital Management reported no remaining Sherwin-Williams position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 300 Sherwin-Williams shares in Q4 2019, an estimated $54K.
Whitener Capital Management first reported a position in Sherwin-Williams in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's Sherwin-Williams position peaked at $54K in Q3 2019.
1,111 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.