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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Accel Wealth Management's SWK Position: Q2 2023 in Review

Accel Wealth Management sold out of Stanley Black & Decker (SWK) in Q2 2023, closing a stake of 167 shares — an estimated $13.4K sold.

Accel Wealth Management first reported a position in SWK in Q4 2020 and held it in 10 quarters. The position peaked at $44K in Q4 2021. 726 funds tracked by Wall St. Rank hold SWK as of Q2 2023.

Accel Wealth Management reported no remaining Stanley Black & Decker position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 167 Stanley Black & Decker shares in Q2 2023, an estimated $13.4K.
Accel Wealth Management first reported a position in Stanley Black & Decker in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Stanley Black & Decker position peaked at $44K in Q4 2021.
726 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.