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IQ EQ Fund Management’s Stanley Black & Decker SWK Stock Holding History

IQ EQ Fund 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
-2,088
Closed -$292K – 208
2022
Q1 		$292K Buy
2,088
+204
+11% +$33.7K 0.05% 173
2021
Q4 		$355K Hold
1,884
– – 0.05% 183
2021
Q3 		$330K Hold
1,884
– – 0.05% 219
2021
Q2 		$386K Hold
1,884
– – 0.06% 204
2021
Q1 		$376K Sell
1,884
-109
-5% -$19.8K 0.07% 197
2020
Q4 		$356K Buy
1,993
+126
+7% +$22.3K 0.08% 180
2020
Q3 		$303K Hold
1,867
– – 0.09% 166
2020
Q2 		$260K Buy
+1,867
New +$225K 0.09% 166
2020
Q1 		– Sell
-1,867
Closed -$309K – 154
2019
Q4 		$309K Sell
1,867
-9,396
-83% -$1.46M 0.1% 125
2019
Q3 		$1.63M Buy
11,263
+39
+0.3% +$5.51K 0.53% 54
2019
Q2 		$1.62M Buy
+11,224
New +$1.58M 0.52% 59
2018
Q4 		$1.36M Hold
11,391
– – 0.5% 66
2018
Q3 		$1.73M Buy
11,391
+234
+2% +$33.3K 0.48% 66
2018
Q2 		$1.48M Buy
+11,157
New +$1.61M 0.4% 68
2017
Q1 		$1.95M Sell
12,975
-2,657
-17% -$333K 0.37% 54
2016
Q4 		$2.06M Sell
15,632
-9,698
-38% -$1.16M 0.37% 52
2016
Q3 		$3.36M Sell
25,330
-2,957
-10% -$357K 0.62% 42
2016
Q2 		$3.43M Sell
28,287
-6,921
-20% -$770K 0.65% 42
2016
Q1 		$3.93M Sell
35,208
-435
-1% -$42.2K 0.72% 42
2015
Q4 		$4.24M Sell
35,643
-2,671
-7% -$282K 0.73% 42
2015
Q3 		$4.03M Sell
38,314
-6,147
-14% -$633K 0.65% 42
2015
Q2 		$5.08M Sell
44,461
-4,125
-8% -$420K 0.73% 39
2015
Q1 		$5.22M Sell
48,586
-8,352
-15% -$799K 0.7% 38
2014
Q4 		$5.47M Buy
+56,938
New +$5.25M 0.79% 37

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

IQ EQ Fund Management's SWK Position: Q2 2022 in Review

IQ EQ Fund Management sold out of Stanley Black & Decker (SWK) in Q2 2022, closing a stake of 2,088 shares — an estimated $292K sold.

IQ EQ Fund Management first reported a position in SWK in Q4 2014 and held it in 24 quarters. The position peaked at $5.47M in Q4 2014. 821 funds tracked by Wall St. Rank hold SWK as of Q2 2022.

  • IQ EQ Fund Management reported no remaining Stanley Black & Decker position as of Q2 2022 after selling out during the quarter.
  • IQ EQ Fund Management sold 2,088 Stanley Black & Decker shares in Q2 2022, an estimated $292K.
  • IQ EQ Fund Management first reported a position in Stanley Black & Decker in Q4 2014 and held it in 24 quarters.
  • IQ EQ Fund Management's Stanley Black & Decker position peaked at $5.47M in Q4 2014.
  • 821 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2022.

Based on IQ EQ Fund Management's 13F filing for Q2 2022, filed 3 Aug 2022.