Appleton Partners’s Stanley Black & Decker SWK Stock Holding History

Appleton Partners’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	-1,270	Closed	-$240K	–	319
2021 Q4	$240K	Sell	1,270 -75	-6%	-$13.8K	0.02%	289
2021 Q3	$236K	Hold	1,345	–	–	0.02%	272
2021 Q2	$276K	Sell	1,345 -70	-5%	-$14.5K	0.02%	258
2021 Q1	$283K	Hold	1,415	–	–	0.03%	246
2020 Q4	$253K	Hold	1,415	–	–	0.02%	246
2020 Q3	$230K	Buy	+1,415	New	+$220K	0.03%	250
2020 Q1	–	Sell	-1,835	Closed	-$304K	–	288
2019 Q4	$304K	Sell	1,835 -200	-10%	-$31K	0.03%	241
2019 Q3	$294K	Hold	2,035	–	–	0.04%	238
2019 Q2	$294K	Hold	2,035	–	–	0.04%	237
2019 Q1	$277K	Buy	+2,035	New	+$265K	0.04%	231
2014 Q1	–	Sell	-3,590	Closed	-$290K	–	176
2013 Q4	$290K	Sell	3,590 -300	-8%	-$24.6K	0.07%	138
2013 Q3	$352K	Buy	3,890 +350	+10%	+$30K	0.09%	117
2013 Q2	$274K	Buy	+3,540	New	+$277K	0.08%	124

Other funds holding SWK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Appleton Partners's SWK Position: Q1 2022 in Review

Appleton Partners sold out of Stanley Black & Decker (SWK) in Q1 2022, closing a stake of 1,270 shares — an estimated $240K sold.

Appleton Partners first reported a position in SWK in Q2 2013 and held it in 13 quarters. The position peaked at $352K in Q3 2013. 887 funds tracked by Wall St. Rank hold SWK as of Q1 2022.

Appleton Partners reported no remaining Stanley Black & Decker position as of Q1 2022 after selling out during the quarter.
Appleton Partners sold 1,270 Stanley Black & Decker shares in Q1 2022, an estimated $240K.
Appleton Partners first reported a position in Stanley Black & Decker in Q2 2013 and held it in 13 quarters.
Appleton Partners's Stanley Black & Decker position peaked at $352K in Q3 2013.
887 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2022.

Based on Appleton Partners's 13F filing for Q1 2022, filed 5 Apr 2022.