JWM
SWK icon

Janiczek Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Janiczek Wealth 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
2023
Q1 		– Sell
-6
Closed -$518 – 1067
2022
Q4 		$518 Hold
6
– – ﹤0.01% 911
2022
Q3 		$0 Sell
6
-38
-86% -$3.65K ﹤0.01% 1050
2022
Q2 		$4K Buy
44
+15
+52% +$1.84K ﹤0.01% 713
2022
Q1 		$4K Sell
29
-63
-68% -$10.4K ﹤0.01% 711
2021
Q4 		$17K Sell
92
-18
-16% -$3.32K 0.01% 504
2021
Q3 		$19K Buy
110
+34
+45% +$6.63K 0.01% 469
2021
Q2 		$16K Buy
76
+11
+17% +$2.28K 0.01% 480
2021
Q1 		$13K Buy
65
+25
+63% +$4.53K 0.01% 476
2020
Q4 		$7K Buy
40
+22
+122% +$3.9K ﹤0.01% 536
2020
Q3 		$3K Buy
18
+2
+13% +$311 ﹤0.01% 471
2020
Q2 		$2K Buy
+16
New +$1.93K ﹤0.01% 305

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return