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Chesley Taft & Associates’s Stanley Black & Decker SWK Stock Holding History

Chesley Taft & Associates’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
-70,250
Closed -$7.37M – 289
2022
Q2 		$7.37M Sell
70,250
-46,160
-40% -$5.68M 0.5% 55
2022
Q1 		$16.3M Buy
116,410
+46,770
+67% +$7.72M 0.95% 30
2021
Q4 		$13.1M Buy
+69,640
New +$12.9M 0.68% 41

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chesley Taft & Associates's SWK Position: Q3 2022 in Review

Chesley Taft & Associates sold out of Stanley Black & Decker (SWK) in Q3 2022, closing a stake of 70,250 shares — an estimated $7.37M sold.

Chesley Taft & Associates first reported a position in SWK in Q4 2021 and held it in 3 quarters. The position peaked at $16.3M in Q1 2022. 743 funds tracked by Wall St. Rank hold SWK as of Q3 2022.

  • Chesley Taft & Associates reported no remaining Stanley Black & Decker position as of Q3 2022 after selling out during the quarter.
  • Chesley Taft & Associates sold 70,250 Stanley Black & Decker shares in Q3 2022, an estimated $7.37M.
  • Chesley Taft & Associates first reported a position in Stanley Black & Decker in Q4 2021 and held it in 3 quarters.
  • Chesley Taft & Associates's Stanley Black & Decker position peaked at $16.3M in Q1 2022.
  • 743 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2022.

Based on Chesley Taft & Associates's 13F filing for Q3 2022, filed 13 Oct 2022.