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Hotaling Investment Management’s Stanley Black & Decker SWK Stock Holding History

Hotaling Investment 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
Q1 		– Sell
-10,537
Closed -$1.99M – 144
2021
Q4 		$1.99M Buy
+10,537
New +$1.95M 0.69% 51

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Hotaling Investment Management's SWK Position: Q1 2022 in Review

Hotaling Investment Management sold out of Stanley Black & Decker (SWK) in Q1 2022, closing a stake of 10,537 shares — an estimated $1.99M sold.

Hotaling Investment Management first reported a position in SWK in Q4 2021 and held it in 1 quarter. The position peaked at $1.99M in Q4 2021. 888 funds tracked by Wall St. Rank hold SWK as of Q1 2022.

  • Hotaling Investment Management reported no remaining Stanley Black & Decker position as of Q1 2022 after selling out during the quarter.
  • Hotaling Investment Management sold 10,537 Stanley Black & Decker shares in Q1 2022, an estimated $1.99M.
  • Hotaling Investment Management first reported a position in Stanley Black & Decker in Q4 2021 and held it in 1 quarter.
  • Hotaling Investment Management's Stanley Black & Decker position peaked at $1.99M in Q4 2021.
  • 888 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2022.

Based on Hotaling Investment Management's 13F filing for Q1 2022, filed 22 Apr 2022.