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Edgemoor Investment Advisors’s Stanley Black & Decker SWK Stock Holding History

Edgemoor Investment 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
Q3 		– Sell
-44,040
Closed -$4.62M – 156
2022
Q2 		$4.62M Buy
44,040
+1,690
+4% +$208K 0.58% 45
2022
Q1 		$5.92M Buy
42,350
+1,145
+3% +$189K 0.62% 44
2021
Q4 		$7.77M Buy
41,205
+3,994
+11% +$737K 0.8% 39
2021
Q3 		$6.52M Sell
37,211
-2,981
-7% -$581K 0.74% 41
2021
Q2 		$8.24M Buy
+40,192
New +$8.33M 0.77% 45

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edgemoor Investment Advisors's SWK Position: Q3 2022 in Review

Edgemoor Investment Advisors sold out of Stanley Black & Decker (SWK) in Q3 2022, closing a stake of 44,040 shares — an estimated $4.62M sold.

Edgemoor Investment Advisors first reported a position in SWK in Q2 2021 and held it in 5 quarters. The position peaked at $8.24M in Q2 2021. 744 funds tracked by Wall St. Rank hold SWK as of Q3 2022.

  • Edgemoor Investment Advisors reported no remaining Stanley Black & Decker position as of Q3 2022 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 44,040 Stanley Black & Decker shares in Q3 2022, an estimated $4.62M.
  • Edgemoor Investment Advisors first reported a position in Stanley Black & Decker in Q2 2021 and held it in 5 quarters.
  • Edgemoor Investment Advisors's Stanley Black & Decker position peaked at $8.24M in Q2 2021.
  • 744 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2022.

Based on Edgemoor Investment Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.