HSA
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HBK Sorce Advisory’s Stanley Black & Decker SWK Stock Holding History

HBK Sorce Advisory’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
Q3 		– Sell
-4,849
Closed -$508K – 641
2022
Q2 		$508K Sell
4,849
-1,054
-18% -$130K 0.04% 237
2022
Q1 		$825K Sell
5,903
-862
-13% -$142K 0.05% 220
2021
Q4 		$1.28M Buy
6,765
+1,983
+41% +$366K 0.06% 185
2021
Q3 		$838K Buy
4,782
+78
+2% +$15.2K 0.05% 232
2021
Q2 		$964K Buy
4,704
+9
+0.2% +$1.87K 0.05% 204
2021
Q1 		$937K Buy
4,695
+516
+12% +$93.6K 0.06% 196
2020
Q4 		$746K Buy
4,179
+367
+10% +$65.1K 0.05% 219
2020
Q3 		$618K Buy
3,812
+51
+1% +$7.94K 0.04% 226
2020
Q2 		$524K Buy
3,761
+393
+12% +$47.4K 0.04% 243
2020
Q1 		$337K Buy
3,368
+27
+0.8% +$3.86K 0.03% 281
2019
Q4 		$554K Buy
3,341
+282
+9% +$43.7K 0.05% 251
2019
Q3 		$442K Buy
+3,059
New +$432K 0.04% 265
2014
Q4 		– Sell
-2,712
Closed -$241K – 208
2014
Q3 		$241K Sell
2,712
-1,637
-38% -$146K 0.09% 154
2014
Q2 		$382K Sell
4,349
-200
-4% -$17K 0.13% 108
2014
Q1 		$370K Buy
4,549
+100
+2% +$8.02K 0.14% 105
2013
Q4 		$359K Buy
+4,449
New +$364K 0.13% 106

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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