Mason Investment Advisory Services’s Stanley Black & Decker SWK Stock Holding History

Mason Investment Advisory Services’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
2022 Q2	–	Sell	-6,931	Closed	-$969K	–	99
2022 Q1	$969K	Hold	6,931	–	–	0.08%	49
2021 Q4	$1.31M	Hold	6,931	–	–	0.11%	38
2021 Q3	$1.22M	Hold	6,931	–	–	0.13%	40
2021 Q2	$1.42M	Hold	6,931	–	–	0.14%	33
2021 Q1	$1.38M	Buy	+6,931	New	+$1.26M	0.14%	30

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mason Investment Advisory Services's SWK Position: Q2 2022 in Review

Mason Investment Advisory Services sold out of Stanley Black & Decker (SWK) in Q2 2022, closing a stake of 6,931 shares — an estimated $969K sold.

Mason Investment Advisory Services first reported a position in SWK in Q1 2021 and held it in 5 quarters. The position peaked at $1.42M in Q2 2021. 821 funds tracked by Wall St. Rank hold SWK as of Q2 2022.

Mason Investment Advisory Services reported no remaining Stanley Black & Decker position as of Q2 2022 after selling out during the quarter.
Mason Investment Advisory Services sold 6,931 Stanley Black & Decker shares in Q2 2022, an estimated $969K.
Mason Investment Advisory Services first reported a position in Stanley Black & Decker in Q1 2021 and held it in 5 quarters.
Mason Investment Advisory Services's Stanley Black & Decker position peaked at $1.42M in Q2 2021.
821 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2022.

Based on Mason Investment Advisory Services's 13F filing for Q2 2022, filed 7 Aug 2024.