Connecticut Wealth Management’s Stanley Black & Decker, Inc. SWT Stock Holding History

Connecticut Wealth Management’s Portfolio SWT Stock Details SWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,215	Closed	-$233K	–	207
2021 Q3	$233K	Buy	+2,215	New	+$256K	0.02%	185

Other funds holding SWT

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ACM

Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

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

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

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

Connecticut Wealth Management's SWT Position: Q4 2021 in Review

Connecticut Wealth Management sold out of Stanley Black & Decker, Inc. (SWT) in Q4 2021, closing a stake of 2,215 shares — an estimated $233K sold.

Connecticut Wealth Management first reported a position in SWT in Q3 2021 and held it in 1 quarter. The position peaked at $233K in Q3 2021. 42 funds tracked by Wall St. Rank hold SWT as of Q4 2021.

Connecticut Wealth Management reported no remaining Stanley Black & Decker, Inc. position as of Q4 2021 after selling out during the quarter.
Connecticut Wealth Management sold 2,215 Stanley Black & Decker, Inc. shares in Q4 2021, an estimated $233K.
Connecticut Wealth Management first reported a position in Stanley Black & Decker, Inc. in Q3 2021 and held it in 1 quarter.
Connecticut Wealth Management's Stanley Black & Decker, Inc. position peaked at $233K in Q3 2021.
42 funds tracked by Wall St. Rank held Stanley Black & Decker, Inc. as of Q4 2021.

Based on Connecticut Wealth Management's 13F filing for Q4 2021, filed 24 Jan 2022.