CSat Investment Advisory’s Stanley Black & Decker SWK Stock Holding History

CSat Investment Advisory’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 Q1	$29K	Buy	143 +27	+23%	+$4.9K	0.02%	312
2020 Q4	$21K	Sell	116 -903	-89%	-$160K	0.02%	326
2020 Q3	$165K	Buy	1,019 +55	+6%	+$8.56K	0.01%	317
2020 Q2	$135K	Buy	964 +259	+37%	+$31.2K	0.02%	383
2020 Q1	$71K	Buy	705 +228	+48%	+$32.6K	0.02%	438
2019 Q4	$79K	Buy	477 +106	+29%	+$16.4K	0.02%	430
2019 Q3	$54K	Buy	371 +29	+8%	+$4.1K	0.02%	505
2019 Q2	$50K	Buy	342 +228	+200%	+$32.1K	0.02%	528
2019 Q1	$16K	Hold	114	–	–	0.01%	363
2018 Q4	$14K	Buy	114 +45	+65%	+$5.62K	0.01%	361
2018 Q3	$10K	Buy	69 +16	+30%	+$2.28K	0.01%	373
2018 Q2	$7K	Buy	+53	New	+$7.63K	﹤0.01%	420

Other funds holding SWK

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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

CSat Investment Advisory's SWK Position: Q1 2021 in Review

CSat Investment Advisory increased its Stanley Black & Decker (SWK) stake by 23% in Q1 2021, buying an estimated $4.9K and bringing the position to 143 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #312.

CSat Investment Advisory first reported a position in SWK in Q2 2018 and has held it in 12 quarters since. The position peaked at $165K in Q3 2020. 885 funds tracked by Wall St. Rank hold SWK as of Q1 2021.

CSat Investment Advisory held 143 shares of Stanley Black & Decker worth $29K as of Q1 2021.
CSat Investment Advisory bought 27 Stanley Black & Decker shares in Q1 2021, an estimated $4.9K.
Stanley Black & Decker made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #312 holding.
CSat Investment Advisory first reported a position in Stanley Black & Decker in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Stanley Black & Decker position peaked at $165K in Q3 2020.
885 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.