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

Arcadia 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
2022
Q4 		– Sell
-3,672
Closed -$276K – 355
2022
Q3 		$276K Sell
3,672
-702
-16% -$67.5K 0.07% 108
2022
Q2 		$459K Sell
4,374
-2,248
-34% -$277K 0.1% 97
2022
Q1 		$926K Sell
6,622
-1,672
-20% -$276K 0.18% 80
2021
Q4 		$1.56M Sell
8,294
-1,244
-13% -$230K 0.26% 69
2021
Q3 		$1.67M Buy
9,538
+587
+7% +$114K 0.31% 62
2021
Q2 		$1.83M Buy
8,951
+410
+5% +$85K 0.35% 61
2021
Q1 		$1.71M Buy
8,541
+2,409
+39% +$437K 0.34% 58
2020
Q4 		$1.09M Sell
6,132
-18
-0.3% -$3.19K 0.23% 70
2020
Q3 		$998K Sell
6,150
-232
-4% -$36.1K 0.21% 71
2020
Q2 		$890K Buy
6,382
+1,725
+37% +$208K 0.22% 70
2020
Q1 		$466K Sell
4,657
-62
-1% -$8.86K 0.14% 90
2019
Q4 		$782K Sell
4,719
-58
-1% -$8.98K 0.2% 77
2019
Q3 		$690K Sell
4,777
-129
-3% -$18.2K 0.19% 82
2019
Q2 		$709K Sell
4,906
-203
-4% -$28.6K 0.19% 84
2019
Q1 		$696K Sell
5,109
-184
-3% -$24K 0.2% 80
2018
Q4 		$634K Buy
+5,293
New +$661K 0.21% 80

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Arcadia Investment Management's SWK Position: Q4 2022 in Review

Arcadia Investment Management sold out of Stanley Black & Decker (SWK) in Q4 2022, closing a stake of 3,672 shares — an estimated $276K sold.

Arcadia Investment Management first reported a position in SWK in Q4 2018 and held it in 16 quarters. The position peaked at $1.83M in Q2 2021. 727 funds tracked by Wall St. Rank hold SWK as of Q4 2022.

  • Arcadia Investment Management reported no remaining Stanley Black & Decker position as of Q4 2022 after selling out during the quarter.
  • Arcadia Investment Management sold 3,672 Stanley Black & Decker shares in Q4 2022, an estimated $276K.
  • Arcadia Investment Management first reported a position in Stanley Black & Decker in Q4 2018 and held it in 16 quarters.
  • Arcadia Investment Management's Stanley Black & Decker position peaked at $1.83M in Q2 2021.
  • 727 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2022.

Based on Arcadia Investment Management's 13F filing for Q4 2022, filed 8 Feb 2023.