Loomis, Sayles & Company
SWK icon

Loomis, Sayles & Company’s Stanley Black & Decker SWK Stock Holding History

Loomis, Sayles & Company’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
2023
Q1 		– Sell
-281
Closed -$21K – 1020
2022
Q4 		$21K Buy
281
+41
+17% +$3.2K ﹤0.01% 722
2022
Q3 		$18K Buy
240
+186
+344% +$17.9K ﹤0.01% 618
2022
Q2 		$6K Buy
+54
New +$6.64K ﹤0.01% 716
2020
Q3 		– Sell
-115
Closed -$16K – 720
2020
Q2 		$16K Sell
115
-7
-6% -$845 ﹤0.01% 598
2020
Q1 		$12K Sell
122
-102
-46% -$14.6K ﹤0.01% 664
2019
Q4 		$37K Sell
224
-215
-49% -$33.3K ﹤0.01% 682
2019
Q3 		$63K Buy
+439
New +$62K ﹤0.01% 609
2016
Q2 		– Sell
-51
Closed -$5K – 1117
2016
Q1 		$5K Buy
+51
New +$4.95K ﹤0.01% 943

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Loomis, Sayles & Company's SWK Position: Q1 2023 in Review

Loomis, Sayles & Company sold out of Stanley Black & Decker (SWK) in Q1 2023, closing a stake of 281 shares — an estimated $21K sold.

Loomis, Sayles & Company first reported a position in SWK in Q1 2016 and held it in 8 quarters. The position peaked at $63K in Q3 2019. 713 funds tracked by Wall St. Rank hold SWK as of Q1 2023.

  • Loomis, Sayles & Company reported no remaining Stanley Black & Decker position as of Q1 2023 after selling out during the quarter.
  • Loomis, Sayles & Company sold 281 Stanley Black & Decker shares in Q1 2023, an estimated $21K.
  • Loomis, Sayles & Company first reported a position in Stanley Black & Decker in Q1 2016 and held it in 8 quarters.
  • Loomis, Sayles & Company's Stanley Black & Decker position peaked at $63K in Q3 2019.
  • 713 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2023.

Based on Loomis, Sayles & Company's 13F filing for Q1 2023, filed 11 May 2023.