Formidable Asset Management’s Stanley Black & Decker SWK Stock Holding History

Formidable Asset 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
2023 Q2	–	Sell	-9,470	Closed	-$763K	–	324
2023 Q1	$763K	Buy	9,470 +1,160	+14%	+$97.7K	0.16%	112
2022 Q4	$624K	Buy	8,310 +3,029	+57%	+$236K	0.14%	141
2022 Q3	$399K	Buy	+5,281	New	+$508K	0.09%	182
2016 Q2	–	Sell	-250	Closed	-$27K	–	380
2016 Q1	$27K	Sell	250 -180	-42%	-$17.5K	0.02%	254
2015 Q4	$43K	Hold	430	–	–	0.03%	243
2015 Q3	$41K	Sell	430 -50	-10%	-$5.15K	0.03%	251
2015 Q2	$51K	Hold	480	–	–	0.03%	207
2015 Q1	$50K	Sell	480 -250	-34%	-$23.9K	0.03%	204
2014 Q4	$70K	Hold	730	–	–	0.05%	171
2014 Q3	$68K	Hold	730	–	–	0.04%	166
2014 Q2	$64K	Hold	730	–	–	0.04%	192
2014 Q1	$62K	Hold	730	–	–	0.04%	175
2013 Q4	$58K	Sell	730 -180	-20%	-$14.7K	0.04%	184
2013 Q3	$83K	Buy	+910	New	+$78K	0.07%	144

Other funds holding SWK

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Formidable Asset Management's SWK Position: Q2 2023 in Review

Formidable Asset Management sold out of Stanley Black & Decker (SWK) in Q2 2023, closing a stake of 9,470 shares — an estimated $763K sold.

Formidable Asset Management first reported a position in SWK in Q3 2013 and held it in 14 quarters. The position peaked at $763K in Q1 2023. 727 funds tracked by Wall St. Rank hold SWK as of Q2 2023.

Formidable Asset Management reported no remaining Stanley Black & Decker position as of Q2 2023 after selling out during the quarter.
Formidable Asset Management sold 9,470 Stanley Black & Decker shares in Q2 2023, an estimated $763K.
Formidable Asset Management first reported a position in Stanley Black & Decker in Q3 2013 and held it in 14 quarters.
Formidable Asset Management's Stanley Black & Decker position peaked at $763K in Q1 2023.
727 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2023.

Based on Formidable Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.