CIM Investment Management’s Stanley Black & Decker SWK Stock Holding History

CIM Investment 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
2023 Q2	–	Sell	-9,029	Closed	-$728K	–	291
2023 Q1	$728K	Buy	9,029 +458	+5%	+$38.6K	0.27%	79
2022 Q4	$644K	Sell	8,571 -247	-3%	-$19.3K	0.25%	83
2022 Q3	$663K	Hold	8,818	–	–	0.29%	67
2022 Q2	$925K	Sell	8,818 -46	-0.5%	-$5.66K	0.38%	47
2022 Q1	$1.24M	Buy	8,864 +3,967	+81%	+$655K	0.42%	39
2021 Q4	$924K	Sell	4,897 -99	-2%	-$18.3K	0.28%	72
2021 Q3	$876K	Sell	4,996 -30	-0.6%	-$5.85K	0.28%	75
2021 Q2	$1.03M	Buy	5,026 +2,273	+83%	+$471K	0.32%	61
2021 Q1	$550K	Buy	+2,753	New	+$499K	0.17%	120

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CIM Investment Management's SWK Position: Q2 2023 in Review

CIM Investment Management sold out of Stanley Black & Decker (SWK) in Q2 2023, closing a stake of 9,029 shares — an estimated $728K sold.

CIM Investment Management first reported a position in SWK in Q1 2021 and held it in 9 quarters. The position peaked at $1.24M in Q1 2022. 727 funds tracked by Wall St. Rank hold SWK as of Q2 2023.

CIM Investment Management reported no remaining Stanley Black & Decker position as of Q2 2023 after selling out during the quarter.
CIM Investment Management sold 9,029 Stanley Black & Decker shares in Q2 2023, an estimated $728K.
CIM Investment Management first reported a position in Stanley Black & Decker in Q1 2021 and held it in 9 quarters.
CIM Investment Management's Stanley Black & Decker position peaked at $1.24M in Q1 2022.
727 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2023.

Based on CIM Investment Management's 13F filing for Q2 2023, filed 9 Aug 2023.