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Lighthouse Financial Advisors’s Stanley Black & Decker SWK Stock Holding History

Lighthouse Financial 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
2021
Q1 		$2.52M Buy
+12,612
New +$2.29M 0.76% 45
2020
Q1 		– Sell
-98
Closed -$16K – 247
2019
Q4 		$16K Buy
+98
New +$15.2K 0.01% 167

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lighthouse Financial Advisors's SWK Position: Q1 2021 in Review

Lighthouse Financial Advisors opened a new position in Stanley Black & Decker (SWK) in Q1 2021: 12,612 shares worth $2.52M. The stake represents 0.76% of the portfolio and ranks #45 among its holdings. This is a return to the name: Lighthouse Financial Advisors previously reported a position in SWK as recently as Q4 2019.

Lighthouse Financial Advisors first reported a position in SWK in Q4 2019 and has held it in 2 quarters since. 884 funds tracked by Wall St. Rank hold SWK as of Q1 2021.

  • Lighthouse Financial Advisors held 12,612 shares of Stanley Black & Decker worth $2.52M as of Q1 2021.
  • Stanley Black & Decker was a new Lighthouse Financial Advisors position in Q1 2021.
  • Stanley Black & Decker made up 0.76% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #45 holding.
  • Lighthouse Financial Advisors first reported a position in Stanley Black & Decker in Q4 2019 and has held it in 2 quarters since.
  • 884 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.