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Fortem Financial Group’s Stanley Black & Decker SWK Stock Holding History

Fortem Financial Group’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
Q1 		– Sell
-1,435
Closed -$271K – 180
2021
Q4 		$271K Sell
1,435
-101
-7% -$18.6K 0.12% 146
2021
Q3 		$269K Sell
1,536
-41
-3% -$8K 0.14% 149
2021
Q2 		$323K Buy
1,577
+90
+6% +$18.7K 0.16% 142
2021
Q1 		$297K Sell
1,487
-19
-1% -$3.44K 0.17% 136
2020
Q4 		$269K Hold
1,506
– – 0.16% 128
2020
Q3 		$244K Sell
1,506
-5,080
-77% -$791K 0.18% 123
2020
Q2 		$918K Sell
6,586
-450
-6% -$54.3K 0.71% 52
2020
Q1 		$704K Sell
7,036
-642
-8% -$91.7K 0.64% 54
2019
Q4 		$1.27M Sell
7,678
-172
-2% -$26.6K 0.94% 40
2019
Q3 		$1.13M Buy
7,850
+260
+3% +$36.7K 0.97% 47
2019
Q2 		$1.1M Sell
7,590
-161
-2% -$22.7K 1.1% 40
2019
Q1 		$1.05M Buy
7,751
+60
+0.8% +$7.83K 1.1% 41
2018
Q4 		$921K Buy
+7,691
New +$960K 1.11% 43

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fortem Financial Group's SWK Position: Q1 2022 in Review

Fortem Financial Group sold out of Stanley Black & Decker (SWK) in Q1 2022, closing a stake of 1,435 shares — an estimated $271K sold.

Fortem Financial Group first reported a position in SWK in Q4 2018 and held it in 13 quarters. The position peaked at $1.27M in Q4 2019. 888 funds tracked by Wall St. Rank hold SWK as of Q1 2022.

  • Fortem Financial Group reported no remaining Stanley Black & Decker position as of Q1 2022 after selling out during the quarter.
  • Fortem Financial Group sold 1,435 Stanley Black & Decker shares in Q1 2022, an estimated $271K.
  • Fortem Financial Group first reported a position in Stanley Black & Decker in Q4 2018 and held it in 13 quarters.
  • Fortem Financial Group's Stanley Black & Decker position peaked at $1.27M in Q4 2019.
  • 888 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2022.

Based on Fortem Financial Group's 13F filing for Q1 2022, filed 27 Apr 2022.