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Legacy Wealth Management (Mississippi)’s Stanley Black & Decker SWK Stock Holding History

Legacy Wealth Management (Mississippi)’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
Q1 		– Sell
-1,240
Closed -$206K – 123
2019
Q4 		$206K Buy
+1,240
New +$192K 0.18% 101

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s SWK Position: Q1 2020 in Review

Legacy Wealth Management (Mississippi) sold out of Stanley Black & Decker (SWK) in Q1 2020, closing a stake of 1,240 shares — an estimated $206K sold.

Legacy Wealth Management (Mississippi) first reported a position in SWK in Q4 2019 and held it in 1 quarter. The position peaked at $206K in Q4 2019. 715 funds tracked by Wall St. Rank hold SWK as of Q1 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining Stanley Black & Decker position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 1,240 Stanley Black & Decker shares in Q1 2020, an estimated $206K.
  • Legacy Wealth Management (Mississippi) first reported a position in Stanley Black & Decker in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s Stanley Black & Decker position peaked at $206K in Q4 2019.
  • 715 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2020, filed 12 Dec 2024.