Berman Capital Advisors’s Stanley Black & Decker SWK Stock Holding History

Berman Capital 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 Q3	$69K	Buy	398 +137	+52%	+$26.7K	0.01%	559
2021 Q2	$53K	Buy	261 +182	+230%	+$37.7K	0.01%	552
2021 Q1	$15K	Buy	79 +12	+18%	+$2.18K	﹤0.01%	903
2020 Q4	$12K	Buy	67 +3	+5%	+$532	﹤0.01%	857
2020 Q3	$10K	Hold	64	–	–	﹤0.01%	803
2020 Q2	$8K	Sell	64 -97	-60%	-$11.7K	﹤0.01%	848
2020 Q1	$16K	Sell	161 -63	-28%	-$9K	0.01%	555
2019 Q4	$37K	Buy	224 +1	+0.4%	+$155	0.01%	383
2019 Q3	$32K	Sell	223 -7	-3%	-$989	0.01%	394
2019 Q2	$33K	Buy	230 +23	+11%	+$3.24K	0.01%	396
2019 Q1	$28K	Buy	207 +44	+27%	+$5.74K	0.01%	382
2018 Q4	$19K	Buy	+163	New	+$20.3K	0.01%	397

Other funds holding SWK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Berman Capital Advisors's SWK Position: Q3 2021 in Review

Berman Capital Advisors increased its Stanley Black & Decker (SWK) stake by 52% in Q3 2021, buying an estimated $26.7K and bringing the position to 398 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #559.

Berman Capital Advisors first reported a position in SWK in Q4 2018 and has held it in 12 quarters since. 887 funds tracked by Wall St. Rank hold SWK as of Q3 2021.

Berman Capital Advisors held 398 shares of Stanley Black & Decker worth $69K as of Q3 2021.
Berman Capital Advisors bought 137 Stanley Black & Decker shares in Q3 2021, an estimated $26.7K.
Stanley Black & Decker made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #559 holding.
Berman Capital Advisors first reported a position in Stanley Black & Decker in Q4 2018 and has held it in 12 quarters since.
887 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.