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Edgar Wachenheim’s Stanley Black & Decker SWK Stock Holding History

Edgar Wachenheim’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
Q2 		– Sell
-14,430
Closed -$1.16M – 32
2023
Q1 		$1.16M Sell
14,430
-1,275,327
-99% -$107M 0.02% 25
2022
Q4 		$96.9M Sell
1,289,757
-36,600
-3% -$2.86M 1.72% 14
2022
Q3 		$99.8M Buy
1,326,357
+5,355
+0.4% +$515K 2.1% 14
2022
Q2 		$139M Buy
1,321,002
+1,136,179
+615% +$140M 2.99% 12
2022
Q1 		$25.8M Buy
+184,823
New +$30.5M 0.69% 12

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Edgar Wachenheim's SWK Position: Q2 2023 in Review

Edgar Wachenheim sold out of Stanley Black & Decker (SWK) in Q2 2023, closing a stake of 14,430 shares — an estimated $1.16M sold.

Edgar Wachenheim first reported a position in SWK in Q1 2022 and held it in 5 quarters. The position peaked at $139M in Q2 2022. 727 funds tracked by Wall St. Rank hold SWK as of Q2 2023.

  • Edgar Wachenheim reported no remaining Stanley Black & Decker position as of Q2 2023 after selling out during the quarter.
  • Edgar Wachenheim sold 14,430 Stanley Black & Decker shares in Q2 2023, an estimated $1.16M.
  • Edgar Wachenheim first reported a position in Stanley Black & Decker in Q1 2022 and held it in 5 quarters.
  • Edgar Wachenheim's Stanley Black & Decker position peaked at $139M in Q2 2022.
  • 727 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2023.

Based on Greenhaven Associates's 13F filing for Q2 2023, filed 13 Jul 2023.