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Lumature Wealth Partners’s Stanley Black & Decker SWK Stock Holding History

Lumature Wealth 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
2023
Q2 		$221K Buy
2,355
+23
+1% +$1.9K 0.13% 150
2023
Q1 		$188K Buy
2,332
+259
+12% +$21.8K 0.11% 155
2022
Q4 		$156K Sell
2,073
-47
-2% -$3.67K 0.09% 161
2022
Q3 		$159K Buy
2,120
+181
+9% +$17.4K 0.09% 173
2022
Q2 		$203K Buy
1,939
+521
+37% +$64.1K 0.09% 167
2022
Q1 		$198K Buy
+1,418
New +$234K 0.08% 177

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $315B AUM 27.84% 1-Year Est. Return

Lumature Wealth Partners's SWK Position: Q2 2023 in Review

Lumature Wealth Partners increased its Stanley Black & Decker (SWK) stake by 0.99% in Q2 2023, buying an estimated $1.9K and bringing the position to 2,355 shares worth $221K. The position accounts for 0.13% of the portfolio, ranked #150.

Lumature Wealth Partners first reported a position in SWK in Q1 2022 and has held it in 6 quarters since. 727 funds tracked by Wall St. Rank hold SWK as of Q2 2023.

  • Lumature Wealth Partners held 2,355 shares of Stanley Black & Decker worth $221K as of Q2 2023.
  • Lumature Wealth Partners bought 23 Stanley Black & Decker shares in Q2 2023, an estimated $1.9K.
  • Stanley Black & Decker made up 0.13% of Lumature Wealth Partners's portfolio in Q2 2023, its #150 holding.
  • Lumature Wealth Partners first reported a position in Stanley Black & Decker in Q1 2022 and has held it in 6 quarters since.
  • 727 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.