Ironwood Financial’s Stanley Black & Decker SWK Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-340	Closed	-$60K	–	485
2021 Q3	$60K	Hold	340	–	–	0.02%	186
2021 Q2	$70K	Hold	340	–	–	0.02%	166
2021 Q1	$68K	Hold	340	–	–	0.02%	155
2020 Q4	$61K	Hold	340	–	–	0.02%	159
2020 Q3	$55K	Hold	340	–	–	0.03%	113
2020 Q2	$47K	Hold	340	–	–	0.03%	112
2020 Q1	$34K	Sell	340 -2,420	-88%	-$346K	0.02%	110
2019 Q4	$457K	Hold	2,760	–	–	0.21%	36
2019 Q3	$399K	Sell	2,760 -690	-20%	-$97.5K	0.19%	37
2019 Q2	$499K	Sell	3,450 -690	-17%	-$97.2K	0.24%	37
2019 Q1	$564K	Hold	4,140	–	–	0.29%	36
2018 Q4	$496K	Hold	4,140	–	–	0.28%	35
2018 Q3	$606K	Buy	4,140 +140	+4%	+$19.9K	0.32%	37
2018 Q2	$531K	Hold	4,000	–	–	0.31%	32
2018 Q1	$613K	Hold	4,000	–	–	0.67%	22
2017 Q4	$679K	Hold	4,000	–	–	0.41%	32
2017 Q3	$604K	Hold	4,000	–	–	0.37%	32
2017 Q2	$563K	Hold	4,000	–	–	0.36%	30
2017 Q1	$531K	Hold	4,000	–	–	0.35%	30
2016 Q4	$459K	Hold	4,000	–	–	0.32%	33
2016 Q3	$492K	Hold	4,000	–	–	0.35%	32
2016 Q2	$445K	Hold	4,000	–	–	0.33%	33
2016 Q1	$421K	Buy	+4,000	New	+$388K	0.33%	33
2015 Q3	$388K	Hold	4,000	–	–	0.19%	52
2015 Q2	$421K	Hold	4,000	–	–	0.2%	50
2015 Q1	$381K	Hold	4,000	–	–	0.18%	53
2014 Q4	$386K	Buy	+4,000	New	+$369K	0.21%	50

Other funds holding SWK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Ironwood Financial's SWK Position: Q4 2021 in Review

Ironwood Financial sold out of Stanley Black & Decker (SWK) in Q4 2021, closing a stake of 340 shares — an estimated $60K sold.

Ironwood Financial first reported a position in SWK in Q4 2014 and held it in 27 quarters. The position peaked at $679K in Q4 2017. 933 funds tracked by Wall St. Rank hold SWK as of Q4 2021.

Ironwood Financial reported no remaining Stanley Black & Decker position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 340 Stanley Black & Decker shares in Q4 2021, an estimated $60K.
Ironwood Financial first reported a position in Stanley Black & Decker in Q4 2014 and held it in 27 quarters.
Ironwood Financial's Stanley Black & Decker position peaked at $679K in Q4 2017.
933 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.