Hennion & Walsh Asset Management’s Stanley Black & Decker SWK Stock Holding History

Hennion & Walsh Asset Management’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	-2,342	Closed	-$219K	–	835
2023 Q2	$219K	Sell	2,342 -416	-15%	-$34.4K	0.01%	733
2023 Q1	$222K	Sell	2,758 -64	-2%	-$5.39K	0.01%	715
2022 Q4	$212K	Sell	2,822 -91	-3%	-$7.1K	0.01%	720
2022 Q3	$219K	Sell	2,913 -152	-5%	-$14.6K	0.01%	700
2022 Q2	$321K	Sell	3,065 -43	-1%	-$5.29K	0.02%	611
2022 Q1	$434K	Buy	3,108 +134	+5%	+$22.1K	0.02%	544
2021 Q4	$561K	Buy	2,974 +1,093	+58%	+$202K	0.03%	517
2021 Q3	$330K	Buy	+1,881	New	+$367K	0.02%	612

Other funds holding SWK

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Hennion & Walsh Asset Management's SWK Position: Q3 2023 in Review

Hennion & Walsh Asset Management sold out of Stanley Black & Decker (SWK) in Q3 2023, closing a stake of 2,342 shares — an estimated $219K sold.

Hennion & Walsh Asset Management first reported a position in SWK in Q3 2021 and held it in 8 quarters. The position peaked at $561K in Q4 2021. 741 funds tracked by Wall St. Rank hold SWK as of Q3 2023.

Hennion & Walsh Asset Management reported no remaining Stanley Black & Decker position as of Q3 2023 after selling out during the quarter.
Hennion & Walsh Asset Management sold 2,342 Stanley Black & Decker shares in Q3 2023, an estimated $219K.
Hennion & Walsh Asset Management first reported a position in Stanley Black & Decker in Q3 2021 and held it in 8 quarters.
Hennion & Walsh Asset Management's Stanley Black & Decker position peaked at $561K in Q4 2021.
741 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2023.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2023, filed 27 Oct 2023.