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Zullo Investment Group’s Sherwin-Williams SHW Stock Holding History

Zullo Investment 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
2023
Q1 		– Sell
-251
Closed -$59.6K – 601
2022
Q4 		$59.6K Sell
251
-28
-10% -$6.47K 0.04% 256
2022
Q3 		$57K Buy
279
+12
+4% +$2.84K 0.04% 257
2022
Q2 		$60K Sell
267
-13
-5% -$3.33K 0.04% 262
2022
Q1 		$70K Sell
280
-100
-26% -$27.6K 0.04% 264
2021
Q4 		$134K Buy
+380
New +$123K 0.07% 196

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Zullo Investment Group's SHW Position: Q1 2023 in Review

Zullo Investment Group sold out of Sherwin-Williams (SHW) in Q1 2023, closing a stake of 251 shares — an estimated $59.6K sold.

Zullo Investment Group first reported a position in SHW in Q4 2021 and held it in 5 quarters. The position peaked at $134K in Q4 2021. 1,297 funds tracked by Wall St. Rank hold SHW as of Q1 2023.

  • Zullo Investment Group reported no remaining Sherwin-Williams position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 251 Sherwin-Williams shares in Q1 2023, an estimated $59.6K.
  • Zullo Investment Group first reported a position in Sherwin-Williams in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Sherwin-Williams position peaked at $134K in Q4 2021.
  • 1,297 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.