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

Altavista 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
2021
Q4 		$3.7M Buy
19,619
+924
+5% +$171K 0.75% 34
2021
Q3 		$3.28M Sell
18,695
-258
-1% -$50.3K 0.73% 36
2021
Q2 		$3.88M Buy
18,953
+936
+5% +$194K 0.85% 33
2021
Q1 		$3.6M Sell
18,017
-534
-3% -$96.8K 0.88% 33
2020
Q4 		$3.31M Buy
18,551
+154
+0.8% +$27.3K 0.84% 33
2020
Q3 		$2.98M Sell
18,397
-1,422
-7% -$221K 0.82% 34
2020
Q2 		$2.76M Sell
19,819
-254
-1% -$30.6K 0.8% 36
2020
Q1 		$2.01M Buy
20,073
+3,048
+18% +$435K 0.69% 37
2019
Q4 		$2.82M Sell
17,025
-799
-4% -$124K 0.84% 35
2019
Q3 		$2.57M Buy
17,824
+350
+2% +$49.4K 0.8% 37
2019
Q2 		$2.53M Buy
17,474
+1,118
+7% +$158K 0.81% 35
2019
Q1 		$2.23M Buy
16,356
+2,317
+17% +$302K 0.79% 39
2018
Q4 		$1.68M Sell
14,039
-360
-3% -$44.9K 0.69% 44
2018
Q3 		$2.11M Sell
14,399
-392
-3% -$55.8K 0.78% 40
2018
Q2 		$1.96M Buy
14,791
+575
+4% +$82.8K 0.79% 43
2018
Q1 		$2.18M Buy
14,216
+464
+3% +$75.3K 0.92% 34
2017
Q4 		$2.33M Sell
13,752
-27
-0.2% -$4.42K 0.99% 35
2017
Q3 		$2.08M Buy
13,779
+577
+4% +$83K 0.99% 34
2017
Q2 		$1.86M Buy
13,202
+1,979
+18% +$271K 0.92% 38
2017
Q1 		$1.49M Buy
11,223
+5,309
+90% +$666K 0.75% 47
2016
Q4 		$678K Buy
5,914
+121
+2% +$14.4K 0.37% 63
2016
Q3 		$712K Buy
5,793
+263
+5% +$31.7K 0.39% 61
2016
Q2 		$615K Buy
5,530
+382
+7% +$42.5K 0.34% 66
2016
Q1 		$542K Buy
5,148
+1,193
+30% +$116K 0.31% 67
2015
Q4 		$422K Buy
+3,955
New +$417K 0.25% 82

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Altavista Wealth Management's SWK Position: Q4 2021 in Review

Altavista Wealth Management increased its Stanley Black & Decker (SWK) stake by 4.9% in Q4 2021, buying an estimated $171K and bringing the position to 19,619 shares worth $3.7M. The position accounts for 0.75% of the portfolio, ranked #34.

Altavista Wealth Management first reported a position in SWK in Q4 2015 and has held it in 25 quarters since. The position peaked at $3.88M in Q2 2021. 933 funds tracked by Wall St. Rank hold SWK as of Q4 2021.

  • Altavista Wealth Management held 19,619 shares of Stanley Black & Decker worth $3.7M as of Q4 2021.
  • Altavista Wealth Management bought 924 Stanley Black & Decker shares in Q4 2021, an estimated $171K.
  • Stanley Black & Decker made up 0.75% of Altavista Wealth Management's portfolio in Q4 2021, its #34 holding.
  • Altavista Wealth Management first reported a position in Stanley Black & Decker in Q4 2015 and has held it in 25 quarters since.
  • Altavista Wealth Management's Stanley Black & Decker position peaked at $3.88M in Q2 2021.
  • 933 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.