Mid Atlantic Financial Management’s Stanley Black & Decker SWK Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$448K	Buy	2,554 +56	+2%	+$10.9K	0.03%	493
2021 Q2	$512K	Buy	2,498 +283	+13%	+$58.7K	0.03%	457
2021 Q1	$442K	Sell	2,215 -50	-2%	-$9.07K	0.03%	475
2020 Q4	$404K	Buy	2,265 +1	+0%	+$177	0.03%	456
2020 Q3	$402K	Sell	2,264 -54	-2%	-$8.41K	0.04%	420
2020 Q2	$323K	Sell	2,318 -229	-9%	-$27.6K	0.03%	461
2020 Q1	$255K	Sell	2,547 -294	-10%	-$42K	0.03%	494
2019 Q4	$471K	Sell	2,841 -9	-0.3%	-$1.39K	0.04%	404
2019 Q3	$412K	Buy	2,850 +166	+6%	+$23.5K	0.04%	406
2019 Q2	$388K	Sell	2,684 -410	-13%	-$57.8K	0.04%	438
2019 Q1	$421K	Sell	3,094 -106	-3%	-$13.8K	0.05%	406
2018 Q4	$383K	Buy	+3,200	New	+$399K	0.05%	409

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

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

Mid Atlantic Financial Management's SWK Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Stanley Black & Decker (SWK) stake by 2.2% in Q3 2021, buying an estimated $10.9K and bringing the position to 2,554 shares worth $448K. The position accounts for 0.03% of the portfolio, ranked #493.

Mid Atlantic Financial Management first reported a position in SWK in Q4 2018 and has held it in 12 quarters since. The position peaked at $512K in Q2 2021. 887 funds tracked by Wall St. Rank hold SWK as of Q3 2021.

Mid Atlantic Financial Management held 2,554 shares of Stanley Black & Decker worth $448K as of Q3 2021.
Mid Atlantic Financial Management bought 56 Stanley Black & Decker shares in Q3 2021, an estimated $10.9K.
Stanley Black & Decker made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #493 holding.
Mid Atlantic Financial Management first reported a position in Stanley Black & Decker in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Stanley Black & Decker position peaked at $512K in Q2 2021.
887 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.