Charter Oak Capital Management’s Stanley Black & Decker SWK Stock Holding History

Charter Oak Capital 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
2022 Q2	–	Sell	-40	Closed	-$6K	–	1011
2022 Q1	$6K	Buy	+40	New	+$6.61K	﹤0.01%	729
2021 Q4	–	Sell	-45	Closed	-$8K	–	926
2021 Q3	$8K	Hold	45	–	–	﹤0.01%	612
2021 Q2	$9K	Hold	45	–	–	﹤0.01%	591
2021 Q1	$9K	Hold	45	–	–	﹤0.01%	562
2020 Q4	$8K	Buy	+45	New	+$7.98K	﹤0.01%	545

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Charter Oak Capital Management's SWK Position: Q2 2022 in Review

Charter Oak Capital Management sold out of Stanley Black & Decker (SWK) in Q2 2022, closing a stake of 40 shares — an estimated $6K sold.

Charter Oak Capital Management first reported a position in SWK in Q4 2020 and held it in 5 quarters. The position peaked at $9K in Q2 2021. 821 funds tracked by Wall St. Rank hold SWK as of Q2 2022.

Charter Oak Capital Management reported no remaining Stanley Black & Decker position as of Q2 2022 after selling out during the quarter.
Charter Oak Capital Management sold 40 Stanley Black & Decker shares in Q2 2022, an estimated $6K.
Charter Oak Capital Management first reported a position in Stanley Black & Decker in Q4 2020 and held it in 5 quarters.
Charter Oak Capital Management's Stanley Black & Decker position peaked at $9K in Q2 2021.
821 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2022.

Based on Charter Oak Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.