Connecticut Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Connecticut Wealth 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	-1,436	Closed	-$201K	–	200
2022 Q1	$201K	Buy	1,436 +51	+4%	+$8.42K	0.02%	187
2021 Q4	$261K	Sell	1,385 -548	-28%	-$101K	0.02%	172
2021 Q3	$339K	Buy	+1,933	New	+$377K	0.03%	146
2021 Q1	–	Sell	-1,734	Closed	-$310K	–	208
2020 Q4	$310K	Buy	+1,734	New	+$307K	0.03%	150

Other funds holding SWK

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Connecticut Wealth Management's SWK Position: Q2 2022 in Review

Connecticut Wealth Management sold out of Stanley Black & Decker (SWK) in Q2 2022, closing a stake of 1,436 shares — an estimated $201K sold.

Connecticut Wealth Management first reported a position in SWK in Q4 2020 and held it in 4 quarters. The position peaked at $339K in Q3 2021. 821 funds tracked by Wall St. Rank hold SWK as of Q2 2022.

Connecticut Wealth Management reported no remaining Stanley Black & Decker position as of Q2 2022 after selling out during the quarter.
Connecticut Wealth Management sold 1,436 Stanley Black & Decker shares in Q2 2022, an estimated $201K.
Connecticut Wealth Management first reported a position in Stanley Black & Decker in Q4 2020 and held it in 4 quarters.
Connecticut Wealth Management's Stanley Black & Decker position peaked at $339K in Q3 2021.
821 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2022.

Based on Connecticut Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.