Eads & Heald Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Eads & Heald Wealth Management’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 Q3	–	Sell	-3,506	Closed	-$368K	–	151
2022 Q2	$368K	Sell	3,506 -2,197	-39%	-$270K	0.2%	118
2022 Q1	$797K	Sell	5,703 -278	-5%	-$45.9K	0.37%	101
2021 Q4	$1.13M	Buy	5,981 +997	+20%	+$184K	0.49%	89
2021 Q3	$874K	Sell	4,984 -25	-0.5%	-$4.88K	0.42%	92
2021 Q2	$1.03M	Sell	5,009 -26	-0.5%	-$5.39K	0.5%	85
2021 Q1	$1M	Sell	5,035 -178	-3%	-$32.3K	0.52%	83
2020 Q4	$931K	Sell	5,213 -5	-0.1%	-$887	0.5%	84
2020 Q3	$846K	Buy	5,218 +218	+4%	+$33.9K	0.51%	82
2020 Q2	$697K	Sell	5,000 -15	-0.3%	-$1.81K	0.42%	89
2020 Q1	$501K	Sell	5,015 -572	-10%	-$81.7K	0.35%	94
2019 Q4	$926K	Buy	5,587 +28	+0.5%	+$4.34K	0.49%	87
2019 Q3	$803K	Buy	5,559 +210	+4%	+$29.7K	0.45%	90
2019 Q2	$774K	Sell	5,349 -145	-3%	-$20.4K	0.44%	91
2019 Q1	$748K	Buy	5,494 +344	+7%	+$44.9K	0.43%	93
2018 Q4	$617K	Buy	+5,150	New	+$643K	0.41%	94

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Eads & Heald Wealth Management's SWK Position: Q3 2022 in Review

Eads & Heald Wealth Management sold out of Stanley Black & Decker (SWK) in Q3 2022, closing a stake of 3,506 shares — an estimated $368K sold.

Eads & Heald Wealth Management first reported a position in SWK in Q4 2018 and held it in 15 quarters. The position peaked at $1.13M in Q4 2021. 743 funds tracked by Wall St. Rank hold SWK as of Q3 2022.

Eads & Heald Wealth Management reported no remaining Stanley Black & Decker position as of Q3 2022 after selling out during the quarter.
Eads & Heald Wealth Management sold 3,506 Stanley Black & Decker shares in Q3 2022, an estimated $368K.
Eads & Heald Wealth Management first reported a position in Stanley Black & Decker in Q4 2018 and held it in 15 quarters.
Eads & Heald Wealth Management's Stanley Black & Decker position peaked at $1.13M in Q4 2021.
743 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2022.

Based on Eads & Heald Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.