American Investment Services’s Stanley Black & Decker SWK Stock Holding History

American Investment Services’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 Q1	–	Sell	-1,200	Closed	-$226K	–	125
2021 Q4	$226K	Hold	1,200	–	–	0.05%	116
2021 Q3	$210K	Hold	1,200	–	–	0.05%	122
2021 Q2	$246K	Hold	1,200	–	–	0.06%	108
2021 Q1	$240K	Hold	1,200	–	–	0.07%	106
2020 Q4	$214K	Buy	+1,200	New	+$213K	0.07%	136
2020 Q1	–	Sell	-1,361	Closed	-$226K	–	142
2019 Q4	$226K	Buy	+1,361	New	+$211K	0.07%	135
2018 Q1	–	Sell	-1,200	Closed	-$204K	–	119
2017 Q4	$204K	Buy	+1,200	New	+$196K	0.07%	112

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

American Investment Services's SWK Position: Q1 2022 in Review

American Investment Services sold out of Stanley Black & Decker (SWK) in Q1 2022, closing a stake of 1,200 shares — an estimated $226K sold.

American Investment Services first reported a position in SWK in Q4 2017 and held it in 7 quarters. The position peaked at $246K in Q2 2021. 888 funds tracked by Wall St. Rank hold SWK as of Q1 2022.

American Investment Services reported no remaining Stanley Black & Decker position as of Q1 2022 after selling out during the quarter.
American Investment Services sold 1,200 Stanley Black & Decker shares in Q1 2022, an estimated $226K.
American Investment Services first reported a position in Stanley Black & Decker in Q4 2017 and held it in 7 quarters.
American Investment Services's Stanley Black & Decker position peaked at $246K in Q2 2021.
888 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2022.

Based on American Investment Services's 13F filing for Q1 2022, filed 10 May 2022.