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Buckingham Strategic Wealth’s Stanley Black & Decker SWK Stock Holding History

Buckingham Strategic Wealth’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
Q1 		– Sell
-1,221
Closed -$230K – 628
2021
Q4 		$230K Sell
1,221
-37
-3% -$6.83K ﹤0.01% 538
2021
Q3 		$221K Buy
1,258
+187
+17% +$36.5K ﹤0.01% 542
2021
Q2 		$220K Sell
1,071
-47
-4% -$9.74K 0.01% 544
2021
Q1 		$223K Buy
+1,118
New +$203K 0.01% 497
2016
Q3 		– Sell
-1,799
Closed -$200K – 248
2016
Q2 		$200K Buy
+1,799
New +$200K 0.07% 225

Other funds holding SWK

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

Buckingham Strategic Wealth's SWK Position: Q1 2022 in Review

Buckingham Strategic Wealth sold out of Stanley Black & Decker (SWK) in Q1 2022, closing a stake of 1,221 shares — an estimated $230K sold.

Buckingham Strategic Wealth first reported a position in SWK in Q2 2016 and held it in 5 quarters. The position peaked at $230K in Q4 2021. 888 funds tracked by Wall St. Rank hold SWK as of Q1 2022.

  • Buckingham Strategic Wealth reported no remaining Stanley Black & Decker position as of Q1 2022 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 1,221 Stanley Black & Decker shares in Q1 2022, an estimated $230K.
  • Buckingham Strategic Wealth first reported a position in Stanley Black & Decker in Q2 2016 and held it in 5 quarters.
  • Buckingham Strategic Wealth's Stanley Black & Decker position peaked at $230K in Q4 2021.
  • 888 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2022, filed 10 May 2022.