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Jackson Creek Investment Advisors’s Stanley Black & Decker SWK Stock Holding History

Jackson Creek Investment Advisors’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
-1,621
Closed -$284K – 351
2021
Q3 		$284K Sell
1,621
-58
-3% -$11.3K 0.11% 271
2021
Q2 		$344K Sell
1,679
-813
-33% -$169K 0.13% 258
2021
Q1 		$498K Sell
2,492
-29
-1% -$5.26K 0.17% 239
2020
Q4 		$450K Buy
2,521
+1,054
+72% +$187K 0.18% 237
2020
Q3 		$238K Buy
+1,467
New +$228K 0.11% 291

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Jackson Creek Investment Advisors's SWK Position: Q4 2021 in Review

Jackson Creek Investment Advisors sold out of Stanley Black & Decker (SWK) in Q4 2021, closing a stake of 1,621 shares — an estimated $284K sold.

Jackson Creek Investment Advisors first reported a position in SWK in Q3 2020 and held it in 5 quarters. The position peaked at $498K in Q1 2021. 932 funds tracked by Wall St. Rank hold SWK as of Q4 2021.

  • Jackson Creek Investment Advisors reported no remaining Stanley Black & Decker position as of Q4 2021 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 1,621 Stanley Black & Decker shares in Q4 2021, an estimated $284K.
  • Jackson Creek Investment Advisors first reported a position in Stanley Black & Decker in Q3 2020 and held it in 5 quarters.
  • Jackson Creek Investment Advisors's Stanley Black & Decker position peaked at $498K in Q1 2021.
  • 932 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2021.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2021, filed 1 Feb 2022.