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Winslow Evans & Crocker’s Sherwin-Williams SHW Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$641K Buy
2,619
+828
+46% +$196K 0.12% 177
2020
Q3 		$416K Buy
1,791
+144
+9% +$31.4K 0.1% 187
2020
Q2 		$317K Buy
1,647
+567
+53% +$102K 0.08% 221
2020
Q1 		$166K Buy
1,080
+258
+31% +$46.5K 0.05% 260
2019
Q4 		$162K Sell
822
-198
-19% -$37.8K 0.04% 313
2019
Q3 		$188K Sell
1,020
-186
-15% -$31.6K 0.05% 288
2019
Q2 		$186K Buy
1,206
+366
+44% +$54.7K 0.05% 294
2019
Q1 		$122K Buy
840
+336
+67% +$46.8K 0.03% 350
2018
Q4 		$68K Hold
504
– – 0.02% 417
2018
Q3 		$78K Hold
504
– – 0.02% 410
2018
Q2 		$70K Hold
504
– – 0.02% 437
2018
Q1 		$65.1K Hold
504
– – 0.02% 435
2017
Q4 		$68.1K Buy
504
+78
+18% +$10.3K 0.02% 433
2017
Q3 		$50.5K Sell
426
-399
-48% -$45.8K 0.02% 475
2017
Q2 		$96.5K Buy
825
+93
+13% +$10.4K 0.03% 441
2017
Q1 		$75.1K Hold
732
– – 0.02% 455
2016
Q4 		$65K Hold
732
– – 0.02% 477
2016
Q3 		$67K Sell
732
-72
-9% -$6.98K 0.02% 482
2016
Q2 		$78.1K Buy
804
+141
+21% +$13.7K 0.02% 424
2016
Q1 		$62.9K Sell
663
-21
-3% -$1.84K 0.02% 455
2015
Q4 		$59.2K Hold
684
– – 0.02% 500
2015
Q3 		$50.8K Hold
684
– – 0.02% 517
2015
Q2 		$62.7K Sell
684
-5,628
-89% -$533K 0.02% 504
2015
Q1 		$598K Buy
6,312
+5,628
+823% +$525K 0.17% 135
2014
Q4 		$60K Buy
684
+66
+11% +$5.2K 0.02% 505
2014
Q3 		$45.1K Sell
618
-66
-10% -$4.68K 0.01% 572
2014
Q2 		$47.2K Buy
684
+366
+115% +$24.4K 0.02% 507
2014
Q1 		$20.9K Sell
318
-228
-42% -$14.7K 0.01% 660
2013
Q4 		$34K Buy
+546
New +$33.4K 0.01% 579

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winslow Evans & Crocker's SHW Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Sherwin-Williams (SHW) stake by 46% in Q4 2020, buying an estimated $196K and bringing the position to 2,619 shares worth $641K. The position accounts for 0.12% of the portfolio, ranked #177.

Winslow Evans & Crocker first reported a position in SHW in Q4 2013 and has held it in 29 quarters since. 1,275 funds tracked by Wall St. Rank hold SHW as of Q4 2020.

  • Winslow Evans & Crocker held 2,619 shares of Sherwin-Williams worth $641K as of Q4 2020.
  • Winslow Evans & Crocker bought 828 Sherwin-Williams shares in Q4 2020, an estimated $196K.
  • Sherwin-Williams made up 0.12% of Winslow Evans & Crocker's portfolio in Q4 2020, its #177 holding.
  • Winslow Evans & Crocker first reported a position in Sherwin-Williams in Q4 2013 and has held it in 29 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.