Ownership history in ARROW FINANCIAL CORP Β· 43 quarters on record
This page tracks every 13F SEC filing in which ARROW FINANCIAL CORP reported a position in SHERWIN WILLIAMS CO (SHW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π ARROW FINANCIAL CORP outperformed the S&P 500 by +4.9% annually on this SHW position. Timing score: 39% (9/23 decisions correct). Average cost basis: $190.24. Maximum drawdown during holding period: β41.4%.
β
Outperformed SPY on this position by 4.9% ann.
42 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
9 of 23 add/trim decisions correct
Best entry: $65.56 (2014 Q3) Β· Worst: $336.19 (2024 Q4)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
8 adds Β· 16 trims. Bought during 2 of 14 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size