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MPS Loria Financial Planners’s Stanley Black & Decker SWK Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-620
Closed -$123K – 501
2021
Q1 		$123K Hold
620
– – 0.06% 103
2020
Q4 		$105K Buy
620
+12
+2% +$2.13K 0.05% 112
2020
Q3 		$99K Buy
608
+1
+0.2% +$156 0.05% 107
2020
Q2 		$85K Buy
+607
New +$73.2K 0.05% 113
2017
Q3 		– Sell
-401
Closed -$56K – 293
2017
Q2 		$56K Buy
+401
New +$55K 0.04% 142

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

MPS Loria Financial Planners's SWK Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Stanley Black & Decker (SWK) in Q2 2021, closing a stake of 620 shares — an estimated $123K sold.

MPS Loria Financial Planners first reported a position in SWK in Q2 2017 and held it in 5 quarters. The position peaked at $123K in Q1 2021. 923 funds tracked by Wall St. Rank hold SWK as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Stanley Black & Decker position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 620 Stanley Black & Decker shares in Q2 2021, an estimated $123K.
  • MPS Loria Financial Planners first reported a position in Stanley Black & Decker in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Stanley Black & Decker position peaked at $123K in Q1 2021.
  • 923 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.