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Glassy Mountain Advisors’s Stanley Black & Decker SWK Stock Holding History

Glassy Mountain Advisors’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
Q1 		– Sell
-107
Closed -$8.04K – 186
2022
Q4 		$8.04K Buy
+107
New +$8.35K ﹤0.01% 183
2022
Q2 		$1.06M Sell
10,160
-77
-0.8% -$9.47K 0.64% 45
2022
Q1 		$1.43M Buy
10,237
+930
+10% +$154K 0.73% 41
2021
Q4 		$1.75M Buy
+9,307
New +$1.72M 0.91% 38

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Glassy Mountain Advisors's SWK Position: Q1 2023 in Review

Glassy Mountain Advisors sold out of Stanley Black & Decker (SWK) in Q1 2023, closing a stake of 107 shares — an estimated $8.04K sold.

Glassy Mountain Advisors first reported a position in SWK in Q4 2021 and held it in 4 quarters. The position peaked at $1.75M in Q4 2021. 713 funds tracked by Wall St. Rank hold SWK as of Q1 2023.

  • Glassy Mountain Advisors reported no remaining Stanley Black & Decker position as of Q1 2023 after selling out during the quarter.
  • Glassy Mountain Advisors sold 107 Stanley Black & Decker shares in Q1 2023, an estimated $8.04K.
  • Glassy Mountain Advisors first reported a position in Stanley Black & Decker in Q4 2021 and held it in 4 quarters.
  • Glassy Mountain Advisors's Stanley Black & Decker position peaked at $1.75M in Q4 2021.
  • 713 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2023.

Based on Glassy Mountain Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.