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Affiance Financial’s Stanley Black & Decker SWK Stock Holding History

Affiance Financial’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
-13
Closed -$977 – 378
2022
Q4 		$977 Buy
+13
New +$1.01K ﹤0.01% 401

Other funds holding SWK

Vanguard Group
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
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

Affiance Financial's SWK Position: Q1 2023 in Review

Affiance Financial sold out of Stanley Black & Decker (SWK) in Q1 2023, closing a stake of 13 shares — an estimated $977 sold.

Affiance Financial first reported a position in SWK in Q4 2022 and held it in 1 quarter. The position peaked at $977 in Q4 2022. 713 funds tracked by Wall St. Rank hold SWK as of Q1 2023.

  • Affiance Financial reported no remaining Stanley Black & Decker position as of Q1 2023 after selling out during the quarter.
  • Affiance Financial sold 13 Stanley Black & Decker shares in Q1 2023, an estimated $977.
  • Affiance Financial first reported a position in Stanley Black & Decker in Q4 2022 and held it in 1 quarter.
  • Affiance Financial's Stanley Black & Decker position peaked at $977 in Q4 2022.
  • 713 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.