Cornerstone Advisors’s Stanley Black & Decker SWK Stock Holding History

Cornerstone Advisors’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
2021 Q3	–	Sell	-14,000	Closed	-$2.87M	–	194
2021 Q2	$2.87M	Buy	+14,000	New	+$2.9M	0.17%	145
2019 Q1	–	Sell	-8,900	Closed	-$1.07M	–	234
2018 Q4	$1.07M	Sell	8,900 -5,300	-37%	-$661K	0.09%	175
2018 Q3	$2.08M	Buy	14,200 +10,200	+255%	+$1.45M	0.15%	154
2018 Q2	$531K	Hold	4,000	–	–	0.06%	175
2018 Q1	$613K	Buy	+4,000	New	+$649K	0.07%	186

Other funds holding SWK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Cornerstone Advisors's SWK Position: Q3 2021 in Review

Cornerstone Advisors sold out of Stanley Black & Decker (SWK) in Q3 2021, closing a stake of 14,000 shares — an estimated $2.87M sold.

Cornerstone Advisors first reported a position in SWK in Q1 2018 and held it in 5 quarters. The position peaked at $2.87M in Q2 2021. 887 funds tracked by Wall St. Rank hold SWK as of Q3 2021.

Cornerstone Advisors reported no remaining Stanley Black & Decker position as of Q3 2021 after selling out during the quarter.
Cornerstone Advisors sold 14,000 Stanley Black & Decker shares in Q3 2021, an estimated $2.87M.
Cornerstone Advisors first reported a position in Stanley Black & Decker in Q1 2018 and held it in 5 quarters.
Cornerstone Advisors's Stanley Black & Decker position peaked at $2.87M in Q2 2021.
887 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2021.

Based on Cornerstone Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.