Boston Trust Walden’s Stanley Black & Decker SWK Stock Holding History

Boston Trust Walden’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	-63,928	Closed	-$4.81M	–	369
2022 Q3	$4.81M	Buy	63,928 +250	+0.4%	+$24K	0.05%	227
2022 Q2	$6.68M	Buy	63,678 +24,315	+62%	+$2.99M	0.06%	215
2022 Q1	$5.5M	Buy	39,363 +3,165	+9%	+$523K	0.05%	233
2021 Q4	$6.83M	Buy	36,198 +8,030	+29%	+$1.48M	0.05%	231
2021 Q3	$4.94M	Buy	28,168 +27,025	+2,364%	+$5.27M	0.04%	236
2021 Q2	$234K	Hold	1,143	–	–	﹤0.01%	370
2021 Q1	$228K	Hold	1,143	–	–	﹤0.01%	359
2020 Q4	$204K	Buy	+1,143	New	+$203K	﹤0.01%	371
2020 Q1	–	Sell	-1,615	Closed	-$268K	–	375
2019 Q4	$268K	Buy	1,615 +30	+2%	+$4.65K	﹤0.01%	358
2019 Q3	$229K	Hold	1,585	–	–	﹤0.01%	366
2019 Q2	$229K	Hold	1,585	–	–	﹤0.01%	367
2019 Q1	$216K	Buy	+1,585	New	+$207K	﹤0.01%	373
2018 Q2	–	Sell	-1,360	Closed	-$208K	–	381
2018 Q1	$208K	Hold	1,360	–	–	﹤0.01%	377
2017 Q4	$231K	Hold	1,360	–	–	﹤0.01%	373
2017 Q3	$205K	Buy	+1,360	New	+$196K	﹤0.01%	371

Other funds holding SWK

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Boston Trust Walden's SWK Position: Q4 2022 in Review

Boston Trust Walden sold out of Stanley Black & Decker (SWK) in Q4 2022, closing a stake of 63,928 shares — an estimated $4.81M sold.

Boston Trust Walden first reported a position in SWK in Q3 2017 and held it in 15 quarters. The position peaked at $6.83M in Q4 2021. 727 funds tracked by Wall St. Rank hold SWK as of Q4 2022.

Boston Trust Walden reported no remaining Stanley Black & Decker position as of Q4 2022 after selling out during the quarter.
Boston Trust Walden sold 63,928 Stanley Black & Decker shares in Q4 2022, an estimated $4.81M.
Boston Trust Walden first reported a position in Stanley Black & Decker in Q3 2017 and held it in 15 quarters.
Boston Trust Walden's Stanley Black & Decker position peaked at $6.83M in Q4 2021.
727 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2022.

Based on Boston Trust Walden's 13F filing for Q4 2022, filed 20 Jan 2023.