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Albion Financial Group’s Stanley Black & Decker SWK Stock Holding History

Albion Financial Group’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
Q3 		– Sell
-3
Closed – – 560
2022
Q2 		$0 Hold
3
– – ﹤0.01% 618
2022
Q1 		$0 Sell
3
-3
-50% -$495 ﹤0.01% 665
2021
Q4 		$1K Buy
+6
New +$1.11K ﹤0.01% 602

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Albion Financial Group's SWK Position: Q3 2022 in Review

Albion Financial Group sold out of Stanley Black & Decker (SWK) in Q3 2022, closing a stake of 3 shares.

Albion Financial Group first reported a position in SWK in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 743 funds tracked by Wall St. Rank hold SWK as of Q3 2022.

  • Albion Financial Group reported no remaining Stanley Black & Decker position as of Q3 2022 after selling out during the quarter.
  • Albion Financial Group sold 3 Stanley Black & Decker shares in Q3 2022.
  • Albion Financial Group first reported a position in Stanley Black & Decker in Q4 2021 and held it in 3 quarters.
  • Albion Financial Group's Stanley Black & Decker position peaked at $1K in Q4 2021.
  • 743 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2022.

Based on Albion Financial Group's 13F filing for Q3 2022, filed 27 Oct 2022.