Meridian Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Meridian Wealth Management’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 Q1	–	Sell	-1,215	Closed	-$229K	–	429
2021 Q4	$229K	Buy	+1,215	New	+$224K	0.02%	367
2021 Q3	–	Sell	-1,065	Closed	-$218K	–	407
2021 Q2	$218K	Sell	1,065 -14	-1%	-$2.9K	0.03%	359
2021 Q1	$215K	Buy	+1,079	New	+$196K	0.03%	338

Other funds holding SWK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Meridian Wealth Management's SWK Position: Q1 2022 in Review

Meridian Wealth Management sold out of Stanley Black & Decker (SWK) in Q1 2022, closing a stake of 1,215 shares — an estimated $229K sold.

Meridian Wealth Management first reported a position in SWK in Q1 2021 and held it in 3 quarters. The position peaked at $229K in Q4 2021. 887 funds tracked by Wall St. Rank hold SWK as of Q1 2022.

Meridian Wealth Management reported no remaining Stanley Black & Decker position as of Q1 2022 after selling out during the quarter.
Meridian Wealth Management sold 1,215 Stanley Black & Decker shares in Q1 2022, an estimated $229K.
Meridian Wealth Management first reported a position in Stanley Black & Decker in Q1 2021 and held it in 3 quarters.
Meridian Wealth Management's Stanley Black & Decker position peaked at $229K in Q4 2021.
887 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2022.

Based on Meridian Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.