Goepper Burkhardt’s Stanley Black & Decker SWK Stock Holding History

Goepper Burkhardt’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	-1,080	Closed	-$204K	–	71
2021 Q4	$204K	Buy	+1,080	New	+$199K	0.12%	65
2021 Q3	–	Sell	-1,080	Closed	-$221K	–	65
2021 Q2	$221K	Hold	1,080	–	–	0.14%	63
2021 Q1	$216K	Buy	+1,080	New	+$196K	0.15%	61

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goepper Burkhardt's SWK Position: Q1 2022 in Review

Goepper Burkhardt sold out of Stanley Black & Decker (SWK) in Q1 2022, closing a stake of 1,080 shares — an estimated $204K sold.

Goepper Burkhardt first reported a position in SWK in Q1 2021 and held it in 3 quarters. The position peaked at $221K in Q2 2021. 889 funds tracked by Wall St. Rank hold SWK as of Q1 2022.

Goepper Burkhardt reported no remaining Stanley Black & Decker position as of Q1 2022 after selling out during the quarter.
Goepper Burkhardt sold 1,080 Stanley Black & Decker shares in Q1 2022, an estimated $204K.
Goepper Burkhardt first reported a position in Stanley Black & Decker in Q1 2021 and held it in 3 quarters.
Goepper Burkhardt's Stanley Black & Decker position peaked at $221K in Q2 2021.
889 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2022.

Based on Goepper Burkhardt's 13F filing for Q1 2022, filed 21 Apr 2022.