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Checchi Capital Advisers’s Stanley Black & Decker SWK Stock Holding History

Checchi Capital Advisers’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
2023
Q3 		– Sell
-2,214
Closed -$207K – 577
2023
Q2 		$207K Buy
+2,214
New +$183K 0.02% 533
2022
Q2 		– Sell
-1,441
Closed -$201K – 611
2022
Q1 		$201K Buy
1,441
+59
+4% +$9.74K 0.02% 523
2021
Q4 		$261K Sell
1,382
-69
-5% -$12.7K 0.02% 431
2021
Q3 		$254K Buy
1,451
+38
+3% +$7.41K 0.03% 417
2021
Q2 		$290K Buy
1,413
+223
+19% +$46.2K 0.03% 381
2021
Q1 		$238K Sell
1,190
-8
-0.7% -$1.45K 0.02% 441
2020
Q4 		$214K Buy
+1,198
New +$212K 0.02% 449
2018
Q4 		– Sell
-1,414
Closed -$207K – 438
2018
Q3 		$207K Buy
+1,414
New +$201K 0.02% 417
2018
Q2 		– Sell
-1,401
Closed -$215K – 419
2018
Q1 		$215K Sell
1,401
-203
-13% -$32.9K 0.03% 368
2017
Q4 		$272K Buy
+1,604
New +$263K 0.04% 319
2017
Q3 		– Sell
-1,689
Closed -$238K – 392
2017
Q2 		$238K Sell
1,689
-32
-2% -$4.39K 0.03% 326
2017
Q1 		$229K Buy
+1,721
New +$216K 0.03% 343
2016
Q4 		– Sell
-1,666
Closed -$205K – 401
2016
Q3 		$205K Sell
1,666
-85
-5% -$10.3K 0.02% 348
2016
Q2 		$195K Buy
1,751
+56
+3% +$6.23K 0.02% 347
2016
Q1 		$178K Sell
1,695
-185
-10% -$18K 0.04% 381
2015
Q4 		$201K Buy
+1,880
New +$198K 0.05% 325

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 $999B AUM 46.22% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Checchi Capital Advisers's SWK Position: Q3 2023 in Review

Checchi Capital Advisers sold out of Stanley Black & Decker (SWK) in Q3 2023, closing a stake of 2,214 shares — an estimated $207K sold.

Checchi Capital Advisers first reported a position in SWK in Q4 2015 and held it in 16 quarters. The position peaked at $290K in Q2 2021. 741 funds tracked by Wall St. Rank hold SWK as of Q3 2023.

  • Checchi Capital Advisers reported no remaining Stanley Black & Decker position as of Q3 2023 after selling out during the quarter.
  • Checchi Capital Advisers sold 2,214 Stanley Black & Decker shares in Q3 2023, an estimated $207K.
  • Checchi Capital Advisers first reported a position in Stanley Black & Decker in Q4 2015 and held it in 16 quarters.
  • Checchi Capital Advisers's Stanley Black & Decker position peaked at $290K in Q2 2021.
  • 741 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2023.

Based on Checchi Capital Advisers's 13F filing for Q3 2023, filed 13 Nov 2023.