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Laurel Wealth Advisors (California)’s Stanley Black & Decker SWK Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		– Sell
-5,158
Closed -$388K – 670
2022
Q3 		$388K Buy
5,158
+112
+2% +$10.8K 0.04% 406
2022
Q2 		$529K Sell
5,046
-351
-7% -$43.2K 0.05% 343
2022
Q1 		$754K Buy
5,397
+205
+4% +$33.9K 0.06% 307
2021
Q4 		$979K Buy
5,192
+3,463
+200% +$639K 0.08% 266
2021
Q3 		$303K Sell
1,729
-90
-5% -$17.6K 0.06% 335
2021
Q2 		$372K Buy
1,819
+23
+1% +$4.77K 0.05% 348
2021
Q1 		$359K Buy
1,796
+65
+4% +$11.8K 0.05% 318
2020
Q4 		$309K Buy
1,731
+67
+4% +$11.9K 0.05% 326
2020
Q3 		$270K Sell
1,664
-29
-2% -$4.51K 0.04% 321
2020
Q2 		$236K Buy
+1,693
New +$204K 0.04% 339
2020
Q1 		– Sell
-1,558
Closed -$258K – 435
2019
Q4 		$258K Sell
1,558
-21
-1% -$3.25K 0.04% 382
2019
Q3 		$228K Buy
1,579
+35
+2% +$4.94K 0.04% 409
2019
Q2 		$223K Buy
1,544
+7
+0.5% +$986 0.05% 368
2019
Q1 		$209K Buy
+1,537
New +$200K 0.05% 360
2018
Q4 		– Sell
-1,520
Closed -$222K – 427
2018
Q3 		$222K Hold
1,520
– – 0.05% 351
2018
Q2 		$201K Sell
1,520
-143
-9% -$20.6K 0.05% 359
2018
Q1 		$254K Sell
1,663
-40
-2% -$6.49K 0.08% 272
2017
Q4 		$288K Buy
+1,703
New +$279K 0.08% 264

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SWK Position: Q4 2022 in Review

Laurel Wealth Advisors (California) sold out of Stanley Black & Decker (SWK) in Q4 2022, closing a stake of 5,158 shares — an estimated $388K sold.

Laurel Wealth Advisors (California) first reported a position in SWK in Q4 2017 and held it in 18 quarters. The position peaked at $979K in Q4 2021. 727 funds tracked by Wall St. Rank hold SWK as of Q4 2022.

  • Laurel Wealth Advisors (California) reported no remaining Stanley Black & Decker position as of Q4 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 5,158 Stanley Black & Decker shares in Q4 2022, an estimated $388K.
  • Laurel Wealth Advisors (California) first reported a position in Stanley Black & Decker in Q4 2017 and held it in 18 quarters.
  • Laurel Wealth Advisors (California)'s Stanley Black & Decker position peaked at $979K in Q4 2021.
  • 727 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.