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3Chopt Investment Partners’s Stanley Black & Decker SWK Stock Holding History

3Chopt Investment Partners’s Portfolio SWK Stock Details SWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-255
Closed -$19.2K – 237
2022
Q4 		$19.2K Buy
+255
New +$19.9K 0.01% 243

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

3Chopt Investment Partners's SWK Position: Q1 2023 in Review

3Chopt Investment Partners sold out of Stanley Black & Decker (SWK) in Q1 2023, closing a stake of 255 shares — an estimated $19.2K sold.

3Chopt Investment Partners first reported a position in SWK in Q4 2022 and held it in 1 quarter. The position peaked at $19.2K in Q4 2022. 713 funds tracked by Wall St. Rank hold SWK as of Q1 2023.

  • 3Chopt Investment Partners reported no remaining Stanley Black & Decker position as of Q1 2023 after selling out during the quarter.
  • 3Chopt Investment Partners sold 255 Stanley Black & Decker shares in Q1 2023, an estimated $19.2K.
  • 3Chopt Investment Partners first reported a position in Stanley Black & Decker in Q4 2022 and held it in 1 quarter.
  • 3Chopt Investment Partners's Stanley Black & Decker position peaked at $19.2K in Q4 2022.
  • 713 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2023.

Based on 3Chopt Investment Partners's 13F filing for Q1 2023, filed 23 May 2023.