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Money Concepts Capital’s Stanley Black & Decker SWK Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-301
Closed -$22.6K – 2609
2022
Q4 		$22.6K Buy
301
+273
+975% +$21.3K ﹤0.01% 1618
2022
Q3 		$2K Buy
28
+1
+4% +$96 ﹤0.01% 1416
2022
Q2 		$3K Sell
27
-70
-72% -$8.61K ﹤0.01% 1285
2022
Q1 		$14K Buy
+97
New +$16K ﹤0.01% 1790

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Money Concepts Capital's SWK Position: Q1 2023 in Review

Money Concepts Capital sold out of Stanley Black & Decker (SWK) in Q1 2023, closing a stake of 301 shares — an estimated $22.6K sold.

Money Concepts Capital first reported a position in SWK in Q1 2022 and held it in 4 quarters. The position peaked at $22.6K in Q4 2022. 713 funds tracked by Wall St. Rank hold SWK as of Q1 2023.

  • Money Concepts Capital reported no remaining Stanley Black & Decker position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 301 Stanley Black & Decker shares in Q1 2023, an estimated $22.6K.
  • Money Concepts Capital first reported a position in Stanley Black & Decker in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Stanley Black & Decker position peaked at $22.6K in Q4 2022.
  • 713 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.