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

FourThought 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 Q3	$54K	Sell	713 -156	-18%	-$15K	0.01%	583
2022 Q2	$91K	Sell	869 -398	-31%	-$49K	0.01%	462
2022 Q1	$171K	Buy	1,267 +31	+3%	+$5.12K	0.02%	364
2021 Q4	$233K	Buy	1,236 +220	+22%	+$40.6K	0.03%	323
2021 Q3	$178K	Sell	1,016 -37	-4%	-$7.21K	0.02%	357
2021 Q2	$215K	Sell	1,053 -21	-2%	-$4.35K	0.03%	338
2021 Q1	$214K	Sell	1,074 -64	-6%	-$11.6K	0.03%	343
2020 Q4	$203K	Buy	+1,138	New	+$202K	0.03%	337

Other funds holding SWK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

FourThought Financial's SWK Position: Q3 2022 in Review

FourThought Financial reduced its Stanley Black & Decker (SWK) stake by 18% in Q3 2022, selling an estimated $15K and leaving 713 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #583.

FourThought Financial first reported a position in SWK in Q4 2020 and has held it in 8 quarters since. The position peaked at $233K in Q4 2021. 744 funds tracked by Wall St. Rank hold SWK as of Q3 2022.

FourThought Financial held 713 shares of Stanley Black & Decker worth $54K as of Q3 2022.
FourThought Financial sold 156 Stanley Black & Decker shares in Q3 2022, an estimated $15K.
Stanley Black & Decker made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #583 holding.
FourThought Financial first reported a position in Stanley Black & Decker in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Stanley Black & Decker position peaked at $233K in Q4 2021.
744 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.