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

JFG 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
2020
Q4 		– Sell
-200
Closed -$32.4K – 70
2020
Q3 		$32.4K Buy
+200
New +$31.1K 0.02% 42

Other funds holding SWK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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

JFG Wealth Management's SWK Position: Q4 2020 in Review

JFG Wealth Management sold out of Stanley Black & Decker (SWK) in Q4 2020, closing a stake of 200 shares — an estimated $32.4K sold.

JFG Wealth Management first reported a position in SWK in Q3 2020 and held it in 1 quarter. The position peaked at $32.4K in Q3 2020. 862 funds tracked by Wall St. Rank hold SWK as of Q4 2020.

  • JFG Wealth Management reported no remaining Stanley Black & Decker position as of Q4 2020 after selling out during the quarter.
  • JFG Wealth Management sold 200 Stanley Black & Decker shares in Q4 2020, an estimated $32.4K.
  • JFG Wealth Management first reported a position in Stanley Black & Decker in Q3 2020 and held it in 1 quarter.
  • JFG Wealth Management's Stanley Black & Decker position peaked at $32.4K in Q3 2020.
  • 862 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2020.

Based on JFG Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.