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

Halpern 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
2021
Q4 		– Sell
-76
Closed -$13.3K – 289
2021
Q3 		$13.3K Buy
+76
New +$14.8K 0.01% 155

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Halpern Financial's SWK Position: Q4 2021 in Review

Halpern Financial sold out of Stanley Black & Decker (SWK) in Q4 2021, closing a stake of 76 shares — an estimated $13.3K sold.

Halpern Financial first reported a position in SWK in Q3 2021 and held it in 1 quarter. The position peaked at $13.3K in Q3 2021. 933 funds tracked by Wall St. Rank hold SWK as of Q4 2021.

  • Halpern Financial reported no remaining Stanley Black & Decker position as of Q4 2021 after selling out during the quarter.
  • Halpern Financial sold 76 Stanley Black & Decker shares in Q4 2021, an estimated $13.3K.
  • Halpern Financial first reported a position in Stanley Black & Decker in Q3 2021 and held it in 1 quarter.
  • Halpern Financial's Stanley Black & Decker position peaked at $13.3K in Q3 2021.
  • 933 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2021.

Based on Halpern Financial's 13F filing for Q4 2021, filed 21 Sep 2023.