GW Henssler & Associates’s Stanley Black & Decker SWK Stock Holding History

GW Henssler & Associates’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 Q3	–	Sell	-2,475	Closed	-$232K	–	264
2023 Q2	$232K	Buy	+2,475	New	+$205K	0.02%	181
2022 Q3	–	Sell	-2,241	Closed	-$235K	–	218
2022 Q2	$235K	Sell	2,241 -122	-5%	-$15K	0.02%	185
2022 Q1	$330K	Buy	2,363 +76	+3%	+$12.6K	0.02%	180
2021 Q4	$431K	Buy	+2,287	New	+$422K	0.03%	144
2021 Q3	–	Sell	-2,125	Closed	-$436K	–	206
2021 Q2	$436K	Buy	+2,125	New	+$441K	0.03%	148

Other funds holding SWK

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GW Henssler & Associates's SWK Position: Q3 2023 in Review

GW Henssler & Associates sold out of Stanley Black & Decker (SWK) in Q3 2023, closing a stake of 2,475 shares — an estimated $232K sold.

GW Henssler & Associates first reported a position in SWK in Q2 2021 and held it in 5 quarters. The position peaked at $436K in Q2 2021. 741 funds tracked by Wall St. Rank hold SWK as of Q3 2023.

GW Henssler & Associates reported no remaining Stanley Black & Decker position as of Q3 2023 after selling out during the quarter.
GW Henssler & Associates sold 2,475 Stanley Black & Decker shares in Q3 2023, an estimated $232K.
GW Henssler & Associates first reported a position in Stanley Black & Decker in Q2 2021 and held it in 5 quarters.
GW Henssler & Associates's Stanley Black & Decker position peaked at $436K in Q2 2021.
741 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2023.

Based on GW Henssler & Associates's 13F filing for Q3 2023, filed 24 Oct 2023.