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Burleson & Co’s Stanley Black & Decker SWK Stock Holding History

Burleson & Co’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 		$7.6K Hold
101
– – ﹤0.01% 284
2022
Q3 		$8K Hold
101
– – ﹤0.01% 297
2022
Q2 		$11K Sell
101
-2
-2% -$246 ﹤0.01% 266
2022
Q1 		$14K Buy
103
+2
+2% +$330 ﹤0.01% 255
2021
Q4 		$19K Hold
101
– – ﹤0.01% 235
2021
Q3 		$18K Hold
101
– – ﹤0.01% 234
2021
Q2 		$21K Hold
101
– – ﹤0.01% 233
2021
Q1 		$20K Buy
+101
New +$18.3K ﹤0.01% 228

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Burleson & Co's SWK Position: Q4 2022 in Review

Burleson & Co held its Stanley Black & Decker (SWK) position steady in Q4 2022 at 101 shares worth $7.6K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Burleson & Co first reported a position in SWK in Q1 2021 and has held it in 8 quarters since. The position peaked at $21K in Q2 2021. 728 funds tracked by Wall St. Rank hold SWK as of Q4 2022.

  • Burleson & Co held 101 shares of Stanley Black & Decker worth $7.6K as of Q4 2022.
  • Burleson & Co left its Stanley Black & Decker share count unchanged in Q4 2022.
  • Stanley Black & Decker made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #284 holding.
  • Burleson & Co first reported a position in Stanley Black & Decker in Q1 2021 and has held it in 8 quarters since.
  • Burleson & Co's Stanley Black & Decker position peaked at $21K in Q2 2021.
  • 728 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.