Measured Wealth Private Client Group’s Stanley Black & Decker SWK Stock Holding History

Measured Wealth Private Client Group’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	-5,849	Closed	-$949K	–	141
2020 Q3	$949K	Hold	5,849	–	–	0.46%	37
2020 Q2	$815K	Buy	5,849 +49	+0.8%	+$5.91K	0.48%	35
2020 Q1	$580K	Hold	5,800	–	–	0.45%	37
2019 Q4	$961K	Hold	5,800	–	–	0.64%	23
2019 Q3	$838K	Hold	5,800	–	–	0.54%	32
2019 Q2	$839K	Sell	5,800 -37	-0.6%	-$5.21K	0.48%	41
2019 Q1	$795K	Buy	+5,837	New	+$761K	0.49%	39
2018 Q4	–	Sell	-37	Closed	-$5K	–	629
2018 Q3	$5K	Buy	+37	New	+$5.26K	﹤0.01%	701

Other funds holding SWK

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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

Measured Wealth Private Client Group's SWK Position: Q4 2020 in Review

Measured Wealth Private Client Group sold out of Stanley Black & Decker (SWK) in Q4 2020, closing a stake of 5,849 shares — an estimated $949K sold.

Measured Wealth Private Client Group first reported a position in SWK in Q3 2018 and held it in 8 quarters. The position peaked at $961K in Q4 2019. 862 funds tracked by Wall St. Rank hold SWK as of Q4 2020.

Measured Wealth Private Client Group reported no remaining Stanley Black & Decker position as of Q4 2020 after selling out during the quarter.
Measured Wealth Private Client Group sold 5,849 Stanley Black & Decker shares in Q4 2020, an estimated $949K.
Measured Wealth Private Client Group first reported a position in Stanley Black & Decker in Q3 2018 and held it in 8 quarters.
Measured Wealth Private Client Group's Stanley Black & Decker position peaked at $961K in Q4 2019.
862 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2020.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2020, filed 20 Jan 2021.