E&G Advisors’s Stanley Black & Decker SWK Stock Holding History

E&G 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
2022 Q2	–	Sell	-1,900	Closed	-$266K	–	220
2022 Q1	$266K	Hold	1,900	–	–	0.07%	187
2021 Q4	$358K	Hold	1,900	–	–	0.09%	161
2021 Q3	$333K	Buy	+1,900	New	+$371K	0.09%	166
2021 Q2	–	Sell	-1,900	Closed	-$394K	–	150
2021 Q1	$379K	Sell	1,900 -100	-5%	-$18.1K	0.11%	144
2020 Q4	$357K	Hold	2,000	–	–	0.11%	141
2020 Q3	$324K	Hold	2,000	–	–	0.11%	137
2020 Q2	$279K	Hold	2,000	–	–	0.11%	148
2020 Q1	$200K	Sell	2,000 -100	-5%	-$14.3K	0.1%	162
2019 Q4	$348K	Hold	2,100	–	–	0.13%	155
2019 Q3	$303K	Hold	2,100	–	–	0.12%	154
2019 Q2	$304K	Sell	2,100 -100	-5%	-$14.1K	0.13%	149
2019 Q1	$300K	Sell	2,200 -100	-4%	-$13K	0.13%	154
2018 Q4	$275K	Sell	2,300 -1,200	-34%	-$150K	0.12%	156
2018 Q3	$513K	Hold	3,500	–	–	0.19%	131
2018 Q2	$465K	Buy	3,500 +1,600	+84%	+$230K	0.19%	123
2018 Q1	$291K	Buy	+1,900	New	+$308K	0.13%	155

Other funds holding SWK

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

E&G Advisors's SWK Position: Q2 2022 in Review

E&G Advisors sold out of Stanley Black & Decker (SWK) in Q2 2022, closing a stake of 1,900 shares — an estimated $266K sold.

E&G Advisors first reported a position in SWK in Q1 2018 and held it in 16 quarters. The position peaked at $513K in Q3 2018. 821 funds tracked by Wall St. Rank hold SWK as of Q2 2022.

E&G Advisors reported no remaining Stanley Black & Decker position as of Q2 2022 after selling out during the quarter.
E&G Advisors sold 1,900 Stanley Black & Decker shares in Q2 2022, an estimated $266K.
E&G Advisors first reported a position in Stanley Black & Decker in Q1 2018 and held it in 16 quarters.
E&G Advisors's Stanley Black & Decker position peaked at $513K in Q3 2018.
821 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2022.

Based on E&G Advisors's 13F filing for Q2 2022, filed 6 Jul 2022.