Bellwether Advisors’s Stanley Black & Decker SWK Stock Holding History

Bellwether 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
2022 Q4	–	Sell	-35	Closed	-$2K	–	554
2022 Q3	$2K	Buy	35 +22	+169%	+$2.12K	﹤0.01%	409
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	374
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	525
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	516
2021 Q3	$2K	Hold	13	–	–	﹤0.01%	487
2021 Q2	$2K	Hold	13	–	–	﹤0.01%	382
2021 Q1	$2K	Buy	+13	New	+$2.36K	﹤0.01%	351

Other funds holding SWK

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Bellwether Advisors's SWK Position: Q4 2022 in Review

Bellwether Advisors sold out of Stanley Black & Decker (SWK) in Q4 2022, closing a stake of 35 shares — an estimated $2K sold.

Bellwether Advisors first reported a position in SWK in Q1 2021 and held it in 7 quarters. The position peaked at $2K in Q3 2022. 727 funds tracked by Wall St. Rank hold SWK as of Q4 2022.

Bellwether Advisors reported no remaining Stanley Black & Decker position as of Q4 2022 after selling out during the quarter.
Bellwether Advisors sold 35 Stanley Black & Decker shares in Q4 2022, an estimated $2K.
Bellwether Advisors first reported a position in Stanley Black & Decker in Q1 2021 and held it in 7 quarters.
Bellwether Advisors's Stanley Black & Decker position peaked at $2K in Q3 2022.
727 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.