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Bel Air Investment Advisors’s Stanley Black & Decker SWK Stock Holding History

Bel Air Investment Advisors’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
2021
Q2 		– Sell
-1,357
Closed -$271K – 475
2021
Q1 		$271K Buy
+1,357
New +$246K 0.01% 345

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bel Air Investment Advisors's SWK Position: Q2 2021 in Review

Bel Air Investment Advisors sold out of Stanley Black & Decker (SWK) in Q2 2021, closing a stake of 1,357 shares — an estimated $271K sold.

Bel Air Investment Advisors first reported a position in SWK in Q1 2021 and held it in 1 quarter. The position peaked at $271K in Q1 2021. 923 funds tracked by Wall St. Rank hold SWK as of Q2 2021.

  • Bel Air Investment Advisors reported no remaining Stanley Black & Decker position as of Q2 2021 after selling out during the quarter.
  • Bel Air Investment Advisors sold 1,357 Stanley Black & Decker shares in Q2 2021, an estimated $271K.
  • Bel Air Investment Advisors first reported a position in Stanley Black & Decker in Q1 2021 and held it in 1 quarter.
  • Bel Air Investment Advisors's Stanley Black & Decker position peaked at $271K in Q1 2021.
  • 923 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.