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Bedel Financial Consulting’s Stanley Black & Decker SWK Stock Holding History

Bedel Financial Consulting’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
2020
Q3 		– Sell
-5
Closed -$1K – 852
2020
Q2 		$1K Hold
5
– – ﹤0.01% 754
2020
Q1 		$1K Buy
+5
New +$714 ﹤0.01% 764

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bedel Financial Consulting's SWK Position: Q3 2020 in Review

Bedel Financial Consulting sold out of Stanley Black & Decker (SWK) in Q3 2020, closing a stake of 5 shares — an estimated $1K sold.

Bedel Financial Consulting first reported a position in SWK in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 766 funds tracked by Wall St. Rank hold SWK as of Q3 2020.

  • Bedel Financial Consulting reported no remaining Stanley Black & Decker position as of Q3 2020 after selling out during the quarter.
  • Bedel Financial Consulting sold 5 Stanley Black & Decker shares in Q3 2020, an estimated $1K.
  • Bedel Financial Consulting first reported a position in Stanley Black & Decker in Q1 2020 and held it in 2 quarters.
  • Bedel Financial Consulting's Stanley Black & Decker position peaked at $1K in Q2 2020.
  • 766 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2020.

Based on Bedel Financial Consulting's 13F filing for Q3 2020, filed 20 Oct 2020.