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

Jessup 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
Q2 		– Sell
-3,431
Closed -$276K – 79
2023
Q1 		$276K Buy
3,431
+20
+0.6% +$1.68K 0.16% 57
2022
Q4 		$256K Buy
+3,411
New +$266K 0.16% 54

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

Jessup Wealth Management's SWK Position: Q2 2023 in Review

Jessup Wealth Management sold out of Stanley Black & Decker (SWK) in Q2 2023, closing a stake of 3,431 shares — an estimated $276K sold.

Jessup Wealth Management first reported a position in SWK in Q4 2022 and held it in 2 quarters. The position peaked at $276K in Q1 2023. 726 funds tracked by Wall St. Rank hold SWK as of Q2 2023.

  • Jessup Wealth Management reported no remaining Stanley Black & Decker position as of Q2 2023 after selling out during the quarter.
  • Jessup Wealth Management sold 3,431 Stanley Black & Decker shares in Q2 2023, an estimated $276K.
  • Jessup Wealth Management first reported a position in Stanley Black & Decker in Q4 2022 and held it in 2 quarters.
  • Jessup Wealth Management's Stanley Black & Decker position peaked at $276K in Q1 2023.
  • 726 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2023.

Based on Jessup Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.