SHW SHERWIN WILLIAMS CO

Ownership history in New Perspectives, Inc  ·  6 quarters on record

This page tracks every 13F SEC filing in which New Perspectives, Inc 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
0.73% (2024 Q3)
Avg. % of fund
0.6%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,350 -250 -6.9% 0.38% $1.1M $323.32
2025 Q3 UNCHANGED 3,600 0% 0.56% $1.2M $344.69
2025 Q2 UNCHANGED 3,600 0% 0.61% $1.2M $341.07
2025 Q1 UNCHANGED 3,600 0% 0.67% $1.3M $346.10
2024 Q4 UNCHANGED 3,600 0% 0.66% $1.2M $336.19
2024 Q3 INITIATED 3,600 0.73% $1.4M $376.77
% of Fund (quarterly)    SHW price (monthly, adj. close)
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