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

Liberty 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
2021
Q4 		– Sell
-96
Closed -$17K – 992
2021
Q3 		$17K Hold
96
– – 0.01% 698
2021
Q2 		$20K Buy
96
+58
+153% +$12K 0.01% 512
2021
Q1 		$6K Hold
38
– – ﹤0.01% 681
2020
Q4 		$6K Buy
38
+2
+6% +$355 ﹤0.01% 676
2020
Q3 		$6K Hold
36
– – ﹤0.01% 606
2020
Q2 		$5K Hold
36
– – ﹤0.01% 623
2020
Q1 		$4K Hold
36
– – ﹤0.01% 641
2019
Q4 		$6K Hold
36
– – ﹤0.01% 647
2019
Q3 		$5K Buy
+36
New +$5.09K ﹤0.01% 646

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

Liberty Wealth Management's SWK Position: Q4 2021 in Review

Liberty Wealth Management sold out of Stanley Black & Decker (SWK) in Q4 2021, closing a stake of 96 shares — an estimated $17K sold.

Liberty Wealth Management first reported a position in SWK in Q3 2019 and held it in 9 quarters. The position peaked at $20K in Q2 2021. 933 funds tracked by Wall St. Rank hold SWK as of Q4 2021.

  • Liberty Wealth Management reported no remaining Stanley Black & Decker position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 96 Stanley Black & Decker shares in Q4 2021, an estimated $17K.
  • Liberty Wealth Management first reported a position in Stanley Black & Decker in Q3 2019 and held it in 9 quarters.
  • Liberty Wealth Management's Stanley Black & Decker position peaked at $20K in Q2 2021.
  • 933 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.