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Winthrop Advisory Group’s Sherwin-Williams SHW Stock Holding History

Winthrop Advisory Group’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
2021
Q2 		– Sell
-1,254
Closed -$231K – 141
2021
Q1 		$231K Buy
+1,254
New +$299K 0.06% 119
2019
Q2 		– Sell
-1,752
Closed -$253K – 93
2019
Q1 		$253K Hold
1,752
– – 0.11% 78
2018
Q4 		$230K Hold
1,752
– – 0.12% 73
2018
Q3 		$266K Buy
+1,752
New +$259K 0.15% 66

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winthrop Advisory Group's SHW Position: Q2 2021 in Review

Winthrop Advisory Group sold out of Sherwin-Williams (SHW) in Q2 2021, closing a stake of 1,254 shares — an estimated $231K sold.

Winthrop Advisory Group first reported a position in SHW in Q3 2018 and held it in 4 quarters. The position peaked at $266K in Q3 2018. 1,312 funds tracked by Wall St. Rank hold SHW as of Q2 2021.

  • Winthrop Advisory Group reported no remaining Sherwin-Williams position as of Q2 2021 after selling out during the quarter.
  • Winthrop Advisory Group sold 1,254 Sherwin-Williams shares in Q2 2021, an estimated $231K.
  • Winthrop Advisory Group first reported a position in Sherwin-Williams in Q3 2018 and held it in 4 quarters.
  • Winthrop Advisory Group's Sherwin-Williams position peaked at $266K in Q3 2018.
  • 1,312 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2021.

Based on Winthrop Advisory Group's 13F filing for Q2 2021, filed 14 Jul 2021.