Lenox Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History

Lenox Wealth Advisors’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 Q1	$28K	Hold	200	–	–	﹤0.01%	336
2021 Q4	$38K	Hold	200	–	–	﹤0.01%	296
2021 Q3	$35K	Hold	200	–	–	﹤0.01%	288
2021 Q2	$41K	Buy	+200	New	+$41.5K	0.01%	255
2014 Q1	–	Sell	-39	Closed	-$3K	–	318
2013 Q4	$3K	Sell	39 -81	-68%	-$6.63K	﹤0.01%	277
2013 Q3	$11K	Hold	120	–	–	0.01%	99
2013 Q2	$9K	Buy	+120	New	+$9.4K	0.01%	123

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lenox Wealth Advisors's SWK Position: Q1 2022 in Review

Lenox Wealth Advisors held its Stanley Black & Decker (SWK) position steady in Q1 2022 at 200 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Lenox Wealth Advisors first reported a position in SWK in Q2 2013 and has held it in 7 quarters since. The position peaked at $41K in Q2 2021. 887 funds tracked by Wall St. Rank hold SWK as of Q1 2022.

Lenox Wealth Advisors held 200 shares of Stanley Black & Decker worth $28K as of Q1 2022.
Lenox Wealth Advisors left its Stanley Black & Decker share count unchanged in Q1 2022.
Stanley Black & Decker made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #336 holding.
Lenox Wealth Advisors first reported a position in Stanley Black & Decker in Q2 2013 and has held it in 7 quarters since.
Lenox Wealth Advisors's Stanley Black & Decker position peaked at $41K in Q2 2021.
887 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.