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Marcum Wealth’s Stanley Black & Decker SWK Stock Holding History

Marcum Wealth’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
2020
Q4 		– Sell
-3,212
Closed -$521K – 155
2020
Q3 		$521K Hold
3,212
– – 0.16% 45
2020
Q2 		$448K Buy
+3,212
New +$388K 0.14% 61

Other funds holding SWK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Marcum Wealth's SWK Position: Q4 2020 in Review

Marcum Wealth sold out of Stanley Black & Decker (SWK) in Q4 2020, closing a stake of 3,212 shares — an estimated $521K sold.

Marcum Wealth first reported a position in SWK in Q2 2020 and held it in 2 quarters. The position peaked at $521K in Q3 2020. 862 funds tracked by Wall St. Rank hold SWK as of Q4 2020.

  • Marcum Wealth reported no remaining Stanley Black & Decker position as of Q4 2020 after selling out during the quarter.
  • Marcum Wealth sold 3,212 Stanley Black & Decker shares in Q4 2020, an estimated $521K.
  • Marcum Wealth first reported a position in Stanley Black & Decker in Q2 2020 and held it in 2 quarters.
  • Marcum Wealth's Stanley Black & Decker position peaked at $521K in Q3 2020.
  • 862 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2020.

Based on Marcum Wealth's 13F filing for Q4 2020, filed 9 Feb 2021.