Disciplined Investments’s Stanley Black & Decker SWK Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-115	Closed	-$10.8K	–	1362
2023 Q2	$10.8K	Sell	115 -3	-3%	-$248	0.01%	320
2023 Q1	$9.55K	Buy	118 +1	+0.9%	+$84	﹤0.01%	351
2022 Q4	$8.82K	Buy	117 +10	+9%	+$780	﹤0.01%	331
2022 Q3	$8K	Sell	107 -1	-0.9%	-$96	﹤0.01%	380
2022 Q2	$11K	Sell	108 -9	-8%	-$1.11K	0.01%	371
2022 Q1	$16K	Buy	117 +15	+15%	+$2.48K	0.01%	358
2021 Q4	$19K	Hold	102	–	–	0.01%	316
2021 Q3	$18K	Hold	102	–	–	0.01%	280
2021 Q2	$21K	Hold	102	–	–	0.01%	261
2021 Q1	$20K	Hold	102	–	–	0.01%	232
2020 Q4	$18K	Hold	102	–	–	0.01%	207
2020 Q3	$17K	Sell	102 -101	-50%	-$15.7K	0.01%	231
2020 Q2	$28K	Hold	203	–	–	0.02%	199
2020 Q1	$20K	Hold	203	–	–	0.02%	217
2019 Q4	$34K	Buy	+203	New	+$31.4K	0.03%	196

Other funds holding SWK

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

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

Disciplined Investments's SWK Position: Q3 2023 in Review

Disciplined Investments sold out of Stanley Black & Decker (SWK) in Q3 2023, closing a stake of 115 shares — an estimated $10.8K sold.

Disciplined Investments first reported a position in SWK in Q4 2019 and held it in 15 quarters. The position peaked at $34K in Q4 2019. 741 funds tracked by Wall St. Rank hold SWK as of Q3 2023.

Disciplined Investments reported no remaining Stanley Black & Decker position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 115 Stanley Black & Decker shares in Q3 2023, an estimated $10.8K.
Disciplined Investments first reported a position in Stanley Black & Decker in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Stanley Black & Decker position peaked at $34K in Q4 2019.
741 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.