Zacks Investment Management’s Sherwin-Williams SHW Stock Holding History

Zacks Investment 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
2024 Q4	–	Sell	-560	Closed	-$214K	–	764
2024 Q3	$214K	Buy	+560	New	+$195K	﹤0.01%	628
2024 Q2	–	Sell	-889	Closed	-$309K	–	714
2024 Q1	$309K	Sell	889 -31	-3%	-$9.88K	﹤0.01%	532
2023 Q4	$287K	Sell	920 -200	-18%	-$53.8K	﹤0.01%	535
2023 Q3	$286K	Buy	+1,120	New	+$300K	﹤0.01%	518
2022 Q1	–	Sell	-635	Closed	-$223K	–	655
2021 Q4	$223K	Buy	+635	New	+$205K	﹤0.01%	577
2021 Q2	–	Sell	-12,849	Closed	-$2.71M	–	612
2021 Q1	$2.71M	Buy	12,849 +3,951	+44%	+$941K	0.05%	238
2020 Q4	$2.18M	Buy	8,898 +1,056	+13%	+$250K	0.04%	250
2020 Q3	$1.82M	Buy	+7,842	New	+$1.71M	0.04%	237
2017 Q4	–	Sell	-1,710	Closed	-$204K	–	641
2017 Q3	$204K	Buy	+1,710	New	+$196K	﹤0.01%	520
2016 Q2	–	Sell	-3,441	Closed	-$326K	–	705
2016 Q1	$326K	Buy	+3,441	New	+$301K	0.01%	483
2015 Q1	–	Sell	-6,324	Closed	-$555K	–	698
2014 Q4	$555K	Buy	+6,324	New	+$498K	0.02%	382
2013 Q3	–	Sell	-21,360	Closed	-$1.26M	–	679
2013 Q2	$1.26M	Buy	+21,360	New	+$1.29M	0.06%	196

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Zacks Investment Management's SHW Position: Q4 2024 in Review

Zacks Investment Management sold out of Sherwin-Williams (SHW) in Q4 2024, closing a stake of 560 shares — an estimated $214K sold.

Zacks Investment Management first reported a position in SHW in Q2 2013 and held it in 12 quarters. The position peaked at $2.71M in Q1 2021. 1,678 funds tracked by Wall St. Rank hold SHW as of Q4 2024.

Zacks Investment Management reported no remaining Sherwin-Williams position as of Q4 2024 after selling out during the quarter.
Zacks Investment Management sold 560 Sherwin-Williams shares in Q4 2024, an estimated $214K.
Zacks Investment Management first reported a position in Sherwin-Williams in Q2 2013 and held it in 12 quarters.
Zacks Investment Management's Sherwin-Williams position peaked at $2.71M in Q1 2021.
1,678 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2024.

Based on Zacks Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.