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Advisor Partners’s Stanley Black & Decker SWK Stock Holding History

Advisor 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
2022
Q2 		$497K Buy
4,738
+1,321
+39% +$163K 0.04% 481
2022
Q1 		$478K Sell
3,417
-1,037
-23% -$171K 0.03% 529
2021
Q4 		$841K Buy
4,454
+151
+4% +$27.9K 0.05% 358
2021
Q3 		$754K Sell
4,303
-777
-15% -$152K 0.05% 364
2021
Q2 		$1.04M Buy
5,080
+124
+3% +$25.7K 0.07% 277
2021
Q1 		$990K Buy
4,956
+261
+6% +$47.3K 0.07% 274
2020
Q4 		$838K Sell
4,695
-175
-4% -$31K 0.06% 295
2020
Q3 		$790K Buy
4,870
+217
+5% +$33.8K 0.07% 268
2020
Q2 		$649K Buy
4,653
+176
+4% +$21.2K 0.06% 299
2020
Q1 		$447K Sell
4,477
-771
-15% -$110K 0.05% 324
2019
Q4 		$877K Buy
5,248
+122
+2% +$18.9K 0.09% 234
2019
Q3 		$740K Buy
5,126
+159
+3% +$22.5K 0.09% 241
2019
Q2 		$718K Buy
4,967
+144
+3% +$20.3K 0.09% 234
2019
Q1 		$657K Buy
4,823
+57
+1% +$7.43K 0.08% 237
2018
Q4 		$571K Buy
4,766
+1,098
+30% +$137K 0.09% 244
2018
Q3 		$537K Buy
3,668
+97
+3% +$13.8K 0.07% 287
2018
Q2 		$474K Sell
3,571
-156
-4% -$22.5K 0.08% 290
2018
Q1 		$571K Sell
3,727
-1
-0% -$162 0.11% 237
2017
Q4 		$656K Buy
3,728
+127
+4% +$20.8K 0.12% 203
2017
Q3 		$544K Buy
3,601
+182
+5% +$26.2K 0.11% 206
2017
Q2 		$481K Buy
3,419
+157
+5% +$21.5K 0.11% 225
2017
Q1 		$433K Sell
3,262
-62
-2% -$7.78K 0.12% 222
2016
Q4 		$381K Sell
3,324
-41
-1% -$4.88K 0.11% 218
2016
Q3 		$414K Buy
3,365
+80
+2% +$9.66K 0.14% 180
2016
Q2 		$365K Buy
3,285
+150
+5% +$16.7K 0.13% 189
2016
Q1 		$330K Buy
3,135
+211
+7% +$20.5K 0.12% 201
2015
Q4 		$312K Buy
2,924
+110
+4% +$11.6K 0.11% 197
2015
Q3 		$273K Buy
2,814
+182
+7% +$18.7K 0.11% 210
2015
Q2 		$254K Buy
2,632
+266
+11% +$27.1K 0.1% 251
2015
Q1 		$226K Buy
+2,366
New +$226K 0.1% 278

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Advisor Partners's SWK Position: Q2 2022 in Review

Advisor Partners increased its Stanley Black & Decker (SWK) stake by 39% in Q2 2022, buying an estimated $163K and bringing the position to 4,738 shares worth $497K. The position accounts for 0.04% of the portfolio, ranked #481.

Advisor Partners first reported a position in SWK in Q1 2015 and has held it in 30 quarters since. The position peaked at $1.04M in Q2 2021. 821 funds tracked by Wall St. Rank hold SWK as of Q2 2022.

  • Advisor Partners held 4,738 shares of Stanley Black & Decker worth $497K as of Q2 2022.
  • Advisor Partners bought 1,321 Stanley Black & Decker shares in Q2 2022, an estimated $163K.
  • Stanley Black & Decker made up 0.04% of Advisor Partners's portfolio in Q2 2022, its #481 holding.
  • Advisor Partners first reported a position in Stanley Black & Decker in Q1 2015 and has held it in 30 quarters since.
  • Advisor Partners's Stanley Black & Decker position peaked at $1.04M in Q2 2021.
  • 821 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.