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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 $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Janiczek Wealth Management's SWK Position: Q1 2023 in Review

Janiczek Wealth Management sold out of Stanley Black & Decker (SWK) in Q1 2023, closing a stake of 6 shares — an estimated $518 sold.

Janiczek Wealth Management first reported a position in SWK in Q2 2020 and held it in 11 quarters. The position peaked at $19K in Q3 2021. 713 funds tracked by Wall St. Rank hold SWK as of Q1 2023.

  • Janiczek Wealth Management reported no remaining Stanley Black & Decker position as of Q1 2023 after selling out during the quarter.
  • Janiczek Wealth Management sold 6 Stanley Black & Decker shares in Q1 2023, an estimated $518.
  • Janiczek Wealth Management first reported a position in Stanley Black & Decker in Q2 2020 and held it in 11 quarters.
  • Janiczek Wealth Management's Stanley Black & Decker position peaked at $19K in Q3 2021.
  • 713 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2023.

Based on Janiczek Wealth Management's 13F filing for Q1 2023, filed 21 Apr 2023.