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HighTower Trust’s Stanley Black & Decker SWK Stock Holding History

HighTower Trust’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
Q4 		– Sell
-3,145
Closed -$237K – 233
2022
Q3 		$237K Sell
3,145
-2,562
-45% -$246K 0.03% 199
2022
Q2 		$610 Buy
5,707
+928
+19% +$114K 0.06% 135
2022
Q1 		$668K Buy
4,779
+1,172
+32% +$194K 0.06% 134
2021
Q4 		$680K Buy
+3,607
New +$666K 0.07% 130

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

HighTower Trust's SWK Position: Q4 2022 in Review

HighTower Trust sold out of Stanley Black & Decker (SWK) in Q4 2022, closing a stake of 3,145 shares — an estimated $237K sold.

HighTower Trust first reported a position in SWK in Q4 2021 and held it in 4 quarters. The position peaked at $680K in Q4 2021. 728 funds tracked by Wall St. Rank hold SWK as of Q4 2022.

  • HighTower Trust reported no remaining Stanley Black & Decker position as of Q4 2022 after selling out during the quarter.
  • HighTower Trust sold 3,145 Stanley Black & Decker shares in Q4 2022, an estimated $237K.
  • HighTower Trust first reported a position in Stanley Black & Decker in Q4 2021 and held it in 4 quarters.
  • HighTower Trust's Stanley Black & Decker position peaked at $680K in Q4 2021.
  • 728 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2022.

Based on HighTower Trust's 13F filing for Q4 2022, filed 31 Jan 2023.