MOTCO’s Stanley Black & Decker SWK Stock Holding History

MOTCO’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	-13	Closed	-$977	–	621
2022 Q4	$977	Hold	13	–	–	﹤0.01%	585
2022 Q3	$1K	Buy	+13	New	+$1.25K	﹤0.01%	627
2022 Q2	–	Sell	-158	Closed	-$22K	–	610
2022 Q1	$22K	Sell	158 -16	-9%	-$2.64K	﹤0.01%	419
2021 Q4	$33K	Hold	174	–	–	﹤0.01%	388
2021 Q3	$31K	Sell	174 -1,388	-89%	-$271K	﹤0.01%	392
2021 Q2	$320K	Buy	1,562 +16	+1%	+$3.32K	0.02%	203
2021 Q1	$309K	Sell	1,546 -20	-1%	-$3.63K	0.02%	202
2020 Q4	$280K	Hold	1,566	–	–	0.02%	203
2020 Q3	$254K	Buy	1,566 +1,546	+7,730%	+$241K	0.02%	201
2020 Q2	$3K	Hold	20	–	–	﹤0.01%	520
2020 Q1	$2K	Buy	+20	New	+$2.86K	﹤0.01%	559
2019 Q3	–	Sell	-57	Closed	-$8K	–	724
2019 Q2	$8K	Buy	+57	New	+$8.03K	﹤0.01%	638

Other funds holding SWK

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

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

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