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Dynamic Advisor Solutions’s Stanley Black & Decker SWK Stock Holding History

Dynamic Advisor Solutions’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
Q4 		– Sell
-2,934
Closed -$221K – 754
2022
Q3 		$221K Sell
2,934
-256
-8% -$24.6K 0.02% 608
2022
Q2 		$335K Buy
3,190
+133
+4% +$16.4K 0.03% 495
2022
Q1 		$427K Sell
3,057
-51
-2% -$8.42K 0.03% 463
2021
Q4 		$586K Sell
3,108
-119
-4% -$22K 0.04% 390
2021
Q3 		$566K Sell
3,227
-27
-0.8% -$5.26K 0.04% 411
2021
Q2 		$667K Buy
3,254
+91
+3% +$18.9K 0.05% 364
2021
Q1 		$632K Sell
3,163
-100
-3% -$18.1K 0.06% 329
2020
Q4 		$583K Sell
3,263
-154
-5% -$27.3K 0.05% 336
2020
Q3 		$554K Sell
3,417
-351
-9% -$54.6K 0.06% 289
2020
Q2 		$525K Sell
3,768
-74
-2% -$8.93K 0.07% 265
2020
Q1 		$384K Buy
3,842
+266
+7% +$38K 0.07% 288
2019
Q4 		$593K Sell
3,576
-78
-2% -$12.1K 0.08% 273
2019
Q3 		$528K Buy
3,654
+24
+0.7% +$3.39K 0.08% 261
2019
Q2 		$525K Buy
3,630
+99
+3% +$13.9K 0.08% 251
2019
Q1 		$481K Buy
3,531
+52
+1% +$6.78K 0.09% 229
2018
Q4 		$419K Buy
3,479
+410
+13% +$51.2K 0.09% 233
2018
Q3 		$449K Buy
3,069
+357
+13% +$50.8K 0.09% 232
2018
Q2 		$361K Buy
+2,712
New +$390K 0.08% 268
2016
Q4 		– Sell
-1,647
Closed -$203K – 236
2016
Q3 		$203K Buy
+1,647
New +$199K 0.08% 219

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dynamic Advisor Solutions's SWK Position: Q4 2022 in Review

Dynamic Advisor Solutions sold out of Stanley Black & Decker (SWK) in Q4 2022, closing a stake of 2,934 shares — an estimated $221K sold.

Dynamic Advisor Solutions first reported a position in SWK in Q3 2016 and held it in 19 quarters. The position peaked at $667K in Q2 2021. 727 funds tracked by Wall St. Rank hold SWK as of Q4 2022.

  • Dynamic Advisor Solutions reported no remaining Stanley Black & Decker position as of Q4 2022 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 2,934 Stanley Black & Decker shares in Q4 2022, an estimated $221K.
  • Dynamic Advisor Solutions first reported a position in Stanley Black & Decker in Q3 2016 and held it in 19 quarters.
  • Dynamic Advisor Solutions's Stanley Black & Decker position peaked at $667K in Q2 2021.
  • 727 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2022, filed 13 Jan 2023.