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Zevin Asset Management’s Sherwin-Williams SHW Stock Holding History

Zevin Asset 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
2025
Q1 		– Sell
-655
Closed -$223K – 85
2024
Q4 		$223K Sell
655
-8
-1% -$2.99K 0.03% 79
2024
Q3 		$253K Buy
+663
New +$231K 0.04% 71
2024
Q2 		– Sell
-663
Closed -$230K – 82
2024
Q1 		$230K Sell
663
-212
-24% -$67.5K 0.04% 75
2023
Q4 		$273K Sell
875
-18
-2% -$4.84K 0.05% 77
2023
Q3 		$228K Buy
+893
New +$239K 0.05% 78

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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Zevin Asset Management's SHW Position: Q1 2025 in Review

Zevin Asset Management sold out of Sherwin-Williams (SHW) in Q1 2025, closing a stake of 655 shares — an estimated $223K sold.

Zevin Asset Management first reported a position in SHW in Q3 2023 and held it in 5 quarters. The position peaked at $273K in Q4 2023. 1,649 funds tracked by Wall St. Rank hold SHW as of Q1 2025.

  • Zevin Asset Management reported no remaining Sherwin-Williams position as of Q1 2025 after selling out during the quarter.
  • Zevin Asset Management sold 655 Sherwin-Williams shares in Q1 2025, an estimated $223K.
  • Zevin Asset Management first reported a position in Sherwin-Williams in Q3 2023 and held it in 5 quarters.
  • Zevin Asset Management's Sherwin-Williams position peaked at $273K in Q4 2023.
  • 1,649 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2025.

Based on Zevin Asset Management's 13F filing for Q1 2025, filed 6 May 2025.