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Joseph P. Lucia & Associates’s Stanley Black & Decker SWK Stock Holding History

Joseph P. Lucia & Associates’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
-25
Closed -$4K – 502
2021
Q3 		$4K Hold
25
– – ﹤0.01% 462
2021
Q2 		$5K Hold
25
– – ﹤0.01% 447
2021
Q1 		$5K Sell
25
-30
-55% -$5.44K ﹤0.01% 430
2020
Q4 		$10K Buy
+55
New +$9.75K 0.01% 342

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Joseph P. Lucia & Associates's SWK Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Stanley Black & Decker (SWK) in Q4 2021, closing a stake of 25 shares — an estimated $4K sold.

Joseph P. Lucia & Associates first reported a position in SWK in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q4 2020. 933 funds tracked by Wall St. Rank hold SWK as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining Stanley Black & Decker position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 25 Stanley Black & Decker shares in Q4 2021, an estimated $4K.
  • Joseph P. Lucia & Associates first reported a position in Stanley Black & Decker in Q4 2020 and held it in 4 quarters.
  • Joseph P. Lucia & Associates's Stanley Black & Decker position peaked at $10K in Q4 2020.
  • 933 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.