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Liontrust Investment Partners’s Stanley Black & Decker SWK Stock Holding History

Liontrust Investment Partners’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
-3,351
Closed -$587K – 235
2021
Q3 		$587K Buy
+3,351
New +$653K 0.01% 211
2020
Q4 		$723K Buy
+4,051
New +$718K 0.01% 189

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JP Morgan Chase
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Liontrust Investment Partners's SWK Position: Q4 2021 in Review

Liontrust Investment Partners sold out of Stanley Black & Decker (SWK) in Q4 2021, closing a stake of 3,351 shares — an estimated $587K sold.

Liontrust Investment Partners first reported a position in SWK in Q4 2020 and held it in 2 quarters. The position peaked at $723K in Q4 2020. 932 funds tracked by Wall St. Rank hold SWK as of Q4 2021.

  • Liontrust Investment Partners reported no remaining Stanley Black & Decker position as of Q4 2021 after selling out during the quarter.
  • Liontrust Investment Partners sold 3,351 Stanley Black & Decker shares in Q4 2021, an estimated $587K.
  • Liontrust Investment Partners first reported a position in Stanley Black & Decker in Q4 2020 and held it in 2 quarters.
  • Liontrust Investment Partners's Stanley Black & Decker position peaked at $723K in Q4 2020.
  • 932 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2021.

Based on Liontrust Investment Partners's 13F filing for Q4 2021, filed 26 Jan 2022.