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

Endurance 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	-6,000	Closed	-$629K	–	642
2022 Q2	$629K	Hold	6,000	–	–	0.1%	114
2022 Q1	$839K	Hold	6,000	–	–	0.11%	106
2021 Q4	$1.13M	Hold	6,000	–	–	0.12%	109
2021 Q3	$1.05M	Hold	6,000	–	–	0.12%	115
2021 Q2	$1.23M	Hold	6,000	–	–	0.14%	110
2021 Q1	$1.2M	Hold	6,000	–	–	0.14%	109
2020 Q4	$1.07M	Hold	6,000	–	–	0.14%	103
2020 Q3	$973K	Hold	6,000	–	–	0.14%	98
2020 Q2	$836K	Hold	6,000	–	–	0.14%	99
2020 Q1	$600K	Hold	6,000	–	–	0.12%	110
2019 Q4	$994K	Hold	6,000	–	–	0.15%	94
2019 Q3	$866K	Hold	6,000	–	–	0.14%	101
2019 Q2	$868K	Hold	6,000	–	–	0.14%	101
2019 Q1	$817K	Hold	6,000	–	–	0.13%	103
2018 Q4	$718K	Hold	6,000	–	–	0.13%	105
2018 Q3	$879K	Hold	6,000	–	–	0.14%	104
2018 Q2	$797K	Sell	6,000 -100	-2%	-$14.4K	0.13%	107
2018 Q1	$935K	Hold	6,100	–	–	0.16%	100
2017 Q4	$1.03M	Hold	6,100	–	–	0.17%	96
2017 Q3	$921K	Hold	6,100	–	–	0.15%	100
2017 Q2	$858K	Hold	6,100	–	–	0.15%	101
2017 Q1	$811K	Hold	6,100	–	–	0.14%	104
2016 Q4	$700K	Hold	6,100	–	–	0.13%	113
2016 Q3	$742K	Buy	6,100 +6,000	+6,000%	+$724K	0.13%	109
2016 Q2	$11K	Hold	100	–	–	﹤0.01%	376
2016 Q1	$11K	Hold	100	–	–	﹤0.01%	386
2015 Q4	$11K	Hold	100	–	–	﹤0.01%	391
2015 Q3	$10K	Buy	+100	New	+$10.3K	﹤0.01%	405

Other funds holding SWK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Endurance Wealth Management's SWK Position: Q3 2022 in Review

Endurance Wealth Management sold out of Stanley Black & Decker (SWK) in Q3 2022, closing a stake of 6,000 shares — an estimated $629K sold.

Endurance Wealth Management first reported a position in SWK in Q3 2015 and held it in 28 quarters. The position peaked at $1.23M in Q2 2021. 744 funds tracked by Wall St. Rank hold SWK as of Q3 2022.

Endurance Wealth Management reported no remaining Stanley Black & Decker position as of Q3 2022 after selling out during the quarter.
Endurance Wealth Management sold 6,000 Stanley Black & Decker shares in Q3 2022, an estimated $629K.
Endurance Wealth Management first reported a position in Stanley Black & Decker in Q3 2015 and held it in 28 quarters.
Endurance Wealth Management's Stanley Black & Decker position peaked at $1.23M in Q2 2021.
744 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2022.

Based on Endurance Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.