Number of Shares
132,782.00
Current Holdings Value*
$46.37 Mil
% of Portfolio
0.82%
Total Estimate Gain
$9.88 Mil
% of Total Estimate Gain
13.71%

TAX-MANAGED GROWTH PORTFOLIO's Sherwin-Williams Co Holding Summary

As of 2025-03-31, TAX-MANAGED GROWTH PORTFOLIO held 132,782.00 shares of Sherwin-Williams Co(SHW), totaling $46.37 Mil. This investment constitutes 0.82% of their stock portfolio, and TAX-MANAGED GROWTH PORTFOLIO now holds 0.05% of the outstanding Sherwin-Williams Co(SHW) stock.

The initial trade took place in 2019Q3. And since then TAX-MANAGED GROWTH PORTFOLIO has made 7 purchases of SHW, at an average price of $245.59, for a total of 293,377.00 shares. In addition, there have been 8 sales at an average price of $228.91 for 160,595.00 shares. Based on historical transaction data and SHW's current price of $340.18, TAX-MANAGED GROWTH PORTFOLIO's estimated gain on his SHW holdings is $9.88 Mil, reflecting a 13.71% gain to date.

TAX-MANAGED GROWTH PORTFOLIO SHW ($340.18) Holding Chart

TAX-MANAGED GROWTH PORTFOLIO SHW ($340.18) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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