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Exeter Financial’s Stanley Black & Decker SWK Stock Holding History

Exeter Financial’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
Q4 		– Sell
-2,720
Closed -$205K – 88
2022
Q3 		$205K Sell
2,720
-642
-19% -$61.8K 0.12% 87
2022
Q2 		$353K Buy
3,362
+29
+0.9% +$3.57K 0.2% 72
2022
Q1 		$466K Buy
3,333
+6
+0.2% +$991 0.25% 67
2021
Q4 		$626K Buy
3,327
+6
+0.2% +$1.11K 0.34% 61
2021
Q3 		$582K Buy
3,321
+5
+0.2% +$975 0.35% 62
2021
Q2 		$690K Buy
3,316
+4
+0.1% +$829 0.4% 62
2021
Q1 		$661K Buy
3,312
+4
+0.1% +$725 0.42% 61
2020
Q4 		$591K Buy
3,308
+5
+0.2% +$887 0.41% 60
2020
Q3 		$536K Buy
3,303
+5
+0.2% +$778 0.42% 60
2020
Q2 		$460K Sell
3,298
-56
-2% -$6.76K 0.38% 60
2020
Q1 		$335K Buy
3,354
+10
+0.3% +$1.43K 0.31% 59
2019
Q4 		$554K Buy
3,344
+5
+0.1% +$774 0.43% 56
2019
Q3 		$482K Buy
3,339
+6
+0.2% +$848 0.38% 59
2019
Q2 		$482K Sell
3,333
-280
-8% -$39.5K 0.4% 59
2019
Q1 		$492K Sell
3,613
-97
-3% -$12.7K 0.43% 58
2018
Q4 		$444K Sell
3,710
-173
-4% -$21.6K 0.42% 59
2018
Q3 		$569K Buy
3,883
+246
+7% +$35K 0.47% 60
2018
Q2 		$483K Sell
3,637
-30
-0.8% -$4.32K 0.43% 61
2018
Q1 		$562K Buy
3,667
+5
+0.1% +$811 0.48% 61
2017
Q4 		$621K Buy
+3,662
New +$599K 0.54% 56

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 $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Exeter Financial's SWK Position: Q4 2022 in Review

Exeter Financial sold out of Stanley Black & Decker (SWK) in Q4 2022, closing a stake of 2,720 shares — an estimated $205K sold.

Exeter Financial first reported a position in SWK in Q4 2017 and held it in 20 quarters. The position peaked at $690K in Q2 2021. 728 funds tracked by Wall St. Rank hold SWK as of Q4 2022.

  • Exeter Financial reported no remaining Stanley Black & Decker position as of Q4 2022 after selling out during the quarter.
  • Exeter Financial sold 2,720 Stanley Black & Decker shares in Q4 2022, an estimated $205K.
  • Exeter Financial first reported a position in Stanley Black & Decker in Q4 2017 and held it in 20 quarters.
  • Exeter Financial's Stanley Black & Decker position peaked at $690K in Q2 2021.
  • 728 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2022.

Based on Exeter Financial's 13F filing for Q4 2022, filed 24 Jan 2023.