BIM
SWK icon

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

Baldwin 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
Q3 		– Sell
-2,085
Closed -$219 – 214
2022
Q2 		$219 Hold
2,085
– – 0.04% 210
2022
Q1 		$291 Sell
2,085
-300
-13% -$49.5K 0.04% 211
2021
Q4 		$450 Sell
2,385
-300
-11% -$55.4K 0.07% 173
2021
Q3 		$471K Hold
2,685
– – 0.08% 158
2021
Q2 		$550K Buy
2,685
+301
+13% +$62.4K 0.09% 151
2021
Q1 		$476K Sell
2,384
-363
-13% -$65.8K 0.09% 158
2020
Q4 		$491K Sell
2,747
-191
-7% -$33.9K 0.1% 145
2020
Q3 		$477K Sell
2,938
-312
-10% -$48.6K 0.11% 127
2020
Q2 		$453K Buy
3,250
+200
+7% +$24.1K 0.14% 98
2020
Q1 		$305K Hold
3,050
– – 0.11% 113
2019
Q4 		$506K Hold
3,050
– – 0.14% 107
2019
Q3 		$440K Buy
3,050
+200
+7% +$28.3K 0.13% 118
2019
Q2 		$412K Hold
2,850
– – 0.12% 120
2019
Q1 		$388K Buy
2,850
+250
+10% +$32.6K 0.12% 119
2018
Q4 		$311K Hold
2,600
– – 0.1% 128
2018
Q3 		$381K Sell
2,600
-200
-7% -$28.5K 0.11% 120
2018
Q2 		$372K Buy
+2,800
New +$403K 0.12% 125

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baldwin Investment Management's SWK Position: Q3 2022 in Review

Baldwin Investment Management sold out of Stanley Black & Decker (SWK) in Q3 2022, closing a stake of 2,085 shares — an estimated $219 sold.

Baldwin Investment Management first reported a position in SWK in Q2 2018 and held it in 17 quarters. The position peaked at $550K in Q2 2021. 743 funds tracked by Wall St. Rank hold SWK as of Q3 2022.

  • Baldwin Investment Management reported no remaining Stanley Black & Decker position as of Q3 2022 after selling out during the quarter.
  • Baldwin Investment Management sold 2,085 Stanley Black & Decker shares in Q3 2022, an estimated $219.
  • Baldwin Investment Management first reported a position in Stanley Black & Decker in Q2 2018 and held it in 17 quarters.
  • Baldwin Investment Management's Stanley Black & Decker position peaked at $550K in Q2 2021.
  • 743 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2022.

Based on Baldwin Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.