HighMark Wealth Management’s Stanley Black & Decker SWK Stock Holding History

HighMark Wealth 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
2022 Q2	–	Sell	-36	Closed	-$5K	–	540
2022 Q1	$5K	Hold	36	–	–	﹤0.01%	373
2021 Q4	$7K	Hold	36	–	–	﹤0.01%	323
2021 Q3	$6K	Sell	36 -4	-10%	-$780	﹤0.01%	336
2021 Q2	$8K	Sell	40 -9	-18%	-$1.87K	0.01%	292
2021 Q1	$10K	Sell	49 -6	-11%	-$1.09K	0.01%	238
2020 Q4	$10K	Hold	55	–	–	0.01%	236
2020 Q3	$7K	Buy	55 +9	+20%	+$1.4K	0.01%	282
2020 Q2	$6K	Buy	46 +4	+10%	+$483	0.01%	297
2020 Q1	$4K	Sell	42 -3	-7%	-$429	﹤0.01%	255
2019 Q4	$7K	Buy	+45	New	+$6.97K	0.01%	262

Other funds holding SWK

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

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors

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