Wipfli Financial Advisors’s Sherwin-Williams SHW Stock Holding History

Wipfli Financial 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
2022 Q3	$3.05M	Buy	+14,914	New	+$3.53M	0.21%	50

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wipfli Financial Advisors's SHW Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Sherwin-Williams (SHW) in Q3 2022: 14,914 shares worth $3.05M. The stake represents 0.21% of the portfolio and ranks #50 among its holdings.

1,259 funds tracked by Wall St. Rank hold SHW as of Q3 2022.

Wipfli Financial Advisors held 14,914 shares of Sherwin-Williams worth $3.05M as of Q3 2022.
Sherwin-Williams was a new Wipfli Financial Advisors position in Q3 2022.
Sherwin-Williams made up 0.21% of Wipfli Financial Advisors's portfolio in Q3 2022, its #50 holding.
1,259 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.