Accel Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Accel Wealth Management’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 Q2	–	Sell	-167	Closed	-$13.4K	–	773
2023 Q1	$13.4K	Buy	167 +1	+0.6%	+$84	0.01%	814
2022 Q4	$12.5K	Hold	166	–	–	0.01%	658
2022 Q3	$14K	Hold	166	–	–	0.01%	665
2022 Q2	$18K	Sell	166 -65	-28%	-$8K	0.01%	580
2022 Q1	$33K	Hold	231	–	–	0.02%	449
2021 Q4	$44K	Hold	231	–	–	0.02%	401
2021 Q3	$41K	Buy	231 +130	+129%	+$25.4K	0.03%	356
2021 Q2	$21K	Buy	101 +1	+1%	+$207	0.01%	532
2021 Q1	$20K	Hold	100	–	–	0.02%	509
2020 Q4	$18K	Buy	+100	New	+$17.7K	0.02%	519

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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