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Anchor Investment Management’s Stanley Black & Decker SWK Stock Holding History

Anchor Investment 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
2023
Q2 		– Sell
-100
Closed -$8.06K – 1003
2023
Q1 		$8.06K Buy
+100
New +$8.42K ﹤0.01% 778
2022
Q2 		– Sell
-16
Closed -$2.24K – 1003
2022
Q1 		$2.24K Buy
+16
New +$2.64K ﹤0.01% 906
2020
Q3 		– Sell
-39
Closed -$5.44K – 941
2020
Q2 		$5.44K Buy
+39
New +$4.71K ﹤0.01% 698

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

Anchor Investment Management's SWK Position: Q2 2023 in Review

Anchor Investment Management sold out of Stanley Black & Decker (SWK) in Q2 2023, closing a stake of 100 shares — an estimated $8.06K sold.

Anchor Investment Management first reported a position in SWK in Q2 2020 and held it in 3 quarters. The position peaked at $8.06K in Q1 2023. 726 funds tracked by Wall St. Rank hold SWK as of Q2 2023.

  • Anchor Investment Management reported no remaining Stanley Black & Decker position as of Q2 2023 after selling out during the quarter.
  • Anchor Investment Management sold 100 Stanley Black & Decker shares in Q2 2023, an estimated $8.06K.
  • Anchor Investment Management first reported a position in Stanley Black & Decker in Q2 2020 and held it in 3 quarters.
  • Anchor Investment Management's Stanley Black & Decker position peaked at $8.06K in Q1 2023.
  • 726 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2023.

Based on Anchor Investment Management's 13F filing for Q2 2023, filed 2 Jan 2024.