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Cedar Mountain Advisors’s Stanley Black & Decker SWK Stock Holding History

Cedar Mountain 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
2022
Q3 		– Sell
-70
Closed -$7K – 322
2022
Q2 		$7K Hold
70
– – ﹤0.01% 195
2022
Q1 		$10K Hold
70
– – ﹤0.01% 177
2021
Q4 		$13K Hold
70
– – ﹤0.01% 154
2021
Q3 		$12K Hold
70
– – ﹤0.01% 152
2021
Q2 		$14K Hold
70
– – ﹤0.01% 140
2021
Q1 		$14K Sell
70
-255
-78% -$46.2K ﹤0.01% 151
2020
Q4 		$58K Hold
325
– – 0.02% 63
2020
Q3 		$53K Hold
325
– – 0.02% 60
2020
Q2 		$45K Buy
325
+33
+11% +$3.98K 0.02% 70
2020
Q1 		$29K Hold
292
– – 0.01% 73
2019
Q4 		$48K Buy
+292
New +$45.2K 0.02% 62

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cedar Mountain Advisors's SWK Position: Q3 2022 in Review

Cedar Mountain Advisors sold out of Stanley Black & Decker (SWK) in Q3 2022, closing a stake of 70 shares — an estimated $7K sold.

Cedar Mountain Advisors first reported a position in SWK in Q4 2019 and held it in 11 quarters. The position peaked at $58K in Q4 2020. 744 funds tracked by Wall St. Rank hold SWK as of Q3 2022.

  • Cedar Mountain Advisors reported no remaining Stanley Black & Decker position as of Q3 2022 after selling out during the quarter.
  • Cedar Mountain Advisors sold 70 Stanley Black & Decker shares in Q3 2022, an estimated $7K.
  • Cedar Mountain Advisors first reported a position in Stanley Black & Decker in Q4 2019 and held it in 11 quarters.
  • Cedar Mountain Advisors's Stanley Black & Decker position peaked at $58K in Q4 2020.
  • 744 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2022.

Based on Cedar Mountain Advisors's 13F filing for Q3 2022, filed 11 Oct 2022.