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Wintrust Investments’s Sherwin-Williams SHW Stock Holding History

Wintrust Investments’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
Q4 		– Sell
-53
Closed -$20K – 500
2024
Q3 		$20K Buy
+53
New +$18.5K 0.01% 485
2022
Q1 		– Sell
-845
Closed -$298K – 436
2021
Q4 		$298K Buy
+845
New +$273K 0.03% 337
2021
Q3 		– Sell
-870
Closed -$237K – 384
2021
Q2 		$237K Buy
+870
New +$238K 0.02% 379
2020
Q4 		– Sell
-960
Closed -$223K – 324
2020
Q3 		$223K Buy
+960
New +$210K 0.03% 310
2020
Q2 		– Sell
-1,620
Closed -$248K – 375
2020
Q1 		$248K Buy
+1,620
New +$292K 0.04% 269

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wintrust Investments's SHW Position: Q4 2024 in Review

Wintrust Investments sold out of Sherwin-Williams (SHW) in Q4 2024, closing a stake of 53 shares — an estimated $20K sold.

Wintrust Investments first reported a position in SHW in Q1 2020 and held it in 5 quarters. The position peaked at $298K in Q4 2021. 1,679 funds tracked by Wall St. Rank hold SHW as of Q4 2024.

  • Wintrust Investments reported no remaining Sherwin-Williams position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 53 Sherwin-Williams shares in Q4 2024, an estimated $20K.
  • Wintrust Investments first reported a position in Sherwin-Williams in Q1 2020 and held it in 5 quarters.
  • Wintrust Investments's Sherwin-Williams position peaked at $298K in Q4 2021.
  • 1,679 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.