Ownership history in Fiera Capital Corp Β· 49 quarters on record
This page tracks every 13F SEC filing in which Fiera Capital 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 Fiera Capital Corp outperformed the S&P 500 by +4.5% annually on this SHW position. Timing score: 62% (30/48 decisions correct). Average cost basis: $199.25. Maximum drawdown during holding period: β41.4%.
β
Outperformed SPY on this position by 4.5% ann.
48 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
30 of 48 add/trim decisions correct
Best entry: $54.49 (2013 Q4) Β· Worst: $323.32 (2025 Q4)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
27 adds Β· 22 trims. Bought during 8 of 16 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.82% 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