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Haverford Trust Company’s Stanley Black & Decker SWK Stock Holding History

Haverford Trust Company’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
Q3 		– Sell
-785
Closed -$161K – 368
2021
Q2 		$161K Buy
+785
New +$163K ﹤0.01% 355
2020
Q2 		– Sell
-3,165
Closed -$317K – 278
2020
Q1 		$317K Sell
3,165
-285
-8% -$40.7K 0.01% 219
2019
Q4 		$572K Buy
3,450
+35
+1% +$5.42K 0.01% 204
2019
Q3 		$493K Buy
3,415
+1,170
+52% +$165K 0.01% 212
2019
Q2 		$325K Sell
2,245
-630
-22% -$88.8K 0.01% 241
2019
Q1 		$391K Buy
2,875
+440
+18% +$57.4K 0.01% 224
2018
Q4 		$292K Buy
+2,435
New +$304K 0.01% 239

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Haverford Trust Company's SWK Position: Q3 2021 in Review

Haverford Trust Company sold out of Stanley Black & Decker (SWK) in Q3 2021, closing a stake of 785 shares — an estimated $161K sold.

Haverford Trust Company first reported a position in SWK in Q4 2018 and held it in 7 quarters. The position peaked at $572K in Q4 2019. 887 funds tracked by Wall St. Rank hold SWK as of Q3 2021.

  • Haverford Trust Company reported no remaining Stanley Black & Decker position as of Q3 2021 after selling out during the quarter.
  • Haverford Trust Company sold 785 Stanley Black & Decker shares in Q3 2021, an estimated $161K.
  • Haverford Trust Company first reported a position in Stanley Black & Decker in Q4 2018 and held it in 7 quarters.
  • Haverford Trust Company's Stanley Black & Decker position peaked at $572K in Q4 2019.
  • 887 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2021.

Based on Haverford Trust Company's 13F filing for Q3 2021, filed 12 Nov 2021.