Buckley Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Buckley Wealth Management’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	–	Sell	-1,000	Closed	-$205K	–	135
2021 Q2	$205K	Sell	1,000 -1,000	-50%	-$207K	0.07%	126
2021 Q1	$399K	Sell	2,000 -656	-25%	-$119K	0.15%	94
2020 Q4	$474K	Hold	2,656	–	–	0.19%	79
2020 Q3	$431K	Hold	2,656	–	–	0.19%	81
2020 Q2	$370K	Hold	2,656	–	–	0.17%	94
2020 Q1	$266K	Hold	2,656	–	–	0.14%	99
2019 Q4	$440K	Hold	2,656	–	–	0.2%	88
2019 Q3	$384K	Hold	2,656	–	–	0.19%	94
2019 Q2	$384K	Hold	2,656	–	–	0.18%	104
2019 Q1	$362K	Hold	2,656	–	–	0.17%	103
2018 Q4	$318K	Hold	2,656	–	–	0.16%	109
2018 Q3	$389K	Hold	2,656	–	–	0.17%	112
2018 Q2	$353K	Sell	2,656 -416	-14%	-$59.9K	0.17%	117
2018 Q1	$471K	Hold	3,072	–	–	0.23%	97
2017 Q4	$521K	Buy	+3,072	New	+$503K	0.26%	90

Other funds holding SWK

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

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

Buckley Wealth Management's SWK Position: Q3 2021 in Review

Buckley Wealth Management sold out of Stanley Black & Decker (SWK) in Q3 2021, closing a stake of 1,000 shares — an estimated $205K sold.

Buckley Wealth Management first reported a position in SWK in Q4 2017 and held it in 15 quarters. The position peaked at $521K in Q4 2017. 887 funds tracked by Wall St. Rank hold SWK as of Q3 2021.

Buckley Wealth Management reported no remaining Stanley Black & Decker position as of Q3 2021 after selling out during the quarter.
Buckley Wealth Management sold 1,000 Stanley Black & Decker shares in Q3 2021, an estimated $205K.
Buckley Wealth Management first reported a position in Stanley Black & Decker in Q4 2017 and held it in 15 quarters.
Buckley Wealth Management's Stanley Black & Decker position peaked at $521K in Q4 2017.
887 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2021.

Based on Buckley Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.