SEC 13F Intelligence

Vigilant Capital Management, LLC / SHW

Vigilant Capital Management, LLC’s Sherwin Williams Co Position

Does Vigilant Capital Management, LLC own Sherwin Williams Co (SHW)? Yes101.4K shares worth $27M (+2.01% of its 13F portfolio) as of Q2 2023, up from 99.3K shares the prior filed quarter.

Position Value
$27M
Q2 2023
Shares
101.4K
% of Portfolio
+2.01%
Quarters Held
19
currently held

Position History SHW

Reported value by quarter
Q4 ’18: $13MQ4 ’18Q1 ’19: $15MQ2 ’19: $16MQ3 ’19: $18MQ3 ’19Q4 ’19: $18MQ1 ’20: $14MQ2 ’20: $18MQ2 ’20Q3 ’20: $22MQ4 ’20: $23MQ1 ’21: $23MQ1 ’21Q2 ’21: $25MQ3 ’21: $25MQ4 ’21: $31MQ4 ’21Q1 ’22: $23MQ2 ’22: $21MQ3 ’22: $20MQ3 ’22Q4 ’22: $24MQ1 ’23: $22MQ2 ’23: $27MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023101.4K$27M+2.01%
Q1 202399.3K$22M+1.81%
Q4 202299.3K$24M+2.01%
Q3 202296.6K$20M+1.86%
Q2 202294.4K$21M+1.82%
Q1 202291.8K$23M+1.75%
Q4 202189.1K$31M+2.20%
Q3 202189.7K$25M+2.01%
Q2 202191.3K$25M+2.01%
Q1 202131.3K$23M+2.05%
Q4 202030.7K$23M+2.16%
Q3 202031.2K$22M+2.38%
Q2 202031.0K$18M+2.18%
Q1 202031.0K$14M+2.08%
Q4 201931.0K$18M+2.09%
Q3 201932.7K$18M+2.34%
Q2 201934.2K$16M+2.10%
Q1 201934.5K$15M+2.07%
Q4 201833.9K$13M+2.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vigilant Capital Management, LLC’s full portfolio or all institutional holders of SHW.