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Greenleaf Trust’s Stanley Black & Decker SWK Stock Holding History

Greenleaf Trust’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
Q2 		– Sell
-2,398
Closed -$335K – 782
2022
Q1 		$335K Sell
2,398
-250
-9% -$41.3K ﹤0.01% 560
2021
Q4 		$499K Buy
2,648
+661
+33% +$122K 0.01% 414
2021
Q3 		$348K Buy
1,987
+47
+2% +$9.16K ﹤0.01% 521
2021
Q2 		$398K Buy
1,940
+167
+9% +$34.6K ﹤0.01% 468
2021
Q1 		$354K Buy
1,773
+363
+26% +$65.8K ﹤0.01% 484
2020
Q4 		$252K Buy
1,410
+71
+5% +$12.6K ﹤0.01% 518
2020
Q3 		$217K Buy
+1,339
New +$208K ﹤0.01% 500
2020
Q1 		– Sell
-2,303
Closed -$382K – 587
2019
Q4 		$382K Buy
2,303
+139
+6% +$21.5K 0.01% 352
2019
Q3 		$313K Buy
2,164
+158
+8% +$22.3K ﹤0.01% 397
2019
Q2 		$290K Buy
2,006
+223
+13% +$31.4K ﹤0.01% 417
2019
Q1 		$243K Buy
1,783
+54
+3% +$7.04K ﹤0.01% 445
2018
Q4 		$207K Buy
+1,729
New +$216K ﹤0.01% 446
2018
Q2 		– Sell
-125
Closed -$19K – 573
2018
Q1 		$19K Sell
125
-100
-44% -$16.2K ﹤0.01% 514
2017
Q4 		$38K Sell
225
-50
-18% -$8.18K ﹤0.01% 504
2017
Q3 		$42K Buy
+275
New +$39.5K ﹤0.01% 460

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Greenleaf Trust's SWK Position: Q2 2022 in Review

Greenleaf Trust sold out of Stanley Black & Decker (SWK) in Q2 2022, closing a stake of 2,398 shares — an estimated $335K sold.

Greenleaf Trust first reported a position in SWK in Q3 2017 and held it in 15 quarters. The position peaked at $499K in Q4 2021. 821 funds tracked by Wall St. Rank hold SWK as of Q2 2022.

  • Greenleaf Trust reported no remaining Stanley Black & Decker position as of Q2 2022 after selling out during the quarter.
  • Greenleaf Trust sold 2,398 Stanley Black & Decker shares in Q2 2022, an estimated $335K.
  • Greenleaf Trust first reported a position in Stanley Black & Decker in Q3 2017 and held it in 15 quarters.
  • Greenleaf Trust's Stanley Black & Decker position peaked at $499K in Q4 2021.
  • 821 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2022.

Based on Greenleaf Trust's 13F filing for Q2 2022, filed 12 Aug 2022.