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Annapolis Financial Services’s Stanley Black & Decker SWK Stock Holding History

Annapolis Financial 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
Q4 		– Sell
-30
Closed -$2K – 518
2022
Q3 		$2K Hold
30
– – ﹤0.01% 463
2022
Q2 		$3K Hold
30
– – ﹤0.01% 374
2022
Q1 		$4K Hold
30
– – ﹤0.01% 374
2021
Q4 		$6K Hold
30
– – ﹤0.01% 335
2021
Q3 		$5K Hold
30
– – ﹤0.01% 341
2021
Q2 		$6K Hold
30
– – ﹤0.01% 296
2021
Q1 		$6K Hold
30
– – ﹤0.01% 288
2020
Q4 		$5K Buy
+30
New +$5.32K ﹤0.01% 305

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 $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Annapolis Financial Services's SWK Position: Q4 2022 in Review

Annapolis Financial Services sold out of Stanley Black & Decker (SWK) in Q4 2022, closing a stake of 30 shares — an estimated $2K sold.

Annapolis Financial Services first reported a position in SWK in Q4 2020 and held it in 8 quarters. The position peaked at $6K in Q4 2021. 727 funds tracked by Wall St. Rank hold SWK as of Q4 2022.

  • Annapolis Financial Services reported no remaining Stanley Black & Decker position as of Q4 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 30 Stanley Black & Decker shares in Q4 2022, an estimated $2K.
  • Annapolis Financial Services first reported a position in Stanley Black & Decker in Q4 2020 and held it in 8 quarters.
  • Annapolis Financial Services's Stanley Black & Decker position peaked at $6K in Q4 2021.
  • 727 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.