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My Personal CFO LLC’s Stanley Black & Decker SWK Stock Holding History

My Personal CFO LLC’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
-31
Closed -$2.33K – 724
2022
Q4 		$2.33K Buy
+31
New +$2.42K ﹤0.01% 488

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

My Personal CFO LLC's SWK Position: Q1 2023 in Review

My Personal CFO LLC sold out of Stanley Black & Decker (SWK) in Q1 2023, closing a stake of 31 shares — an estimated $2.33K sold.

My Personal CFO LLC first reported a position in SWK in Q4 2022 and held it in 1 quarter. The position peaked at $2.33K in Q4 2022. 713 funds tracked by Wall St. Rank hold SWK as of Q1 2023.

  • My Personal CFO LLC reported no remaining Stanley Black & Decker position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 31 Stanley Black & Decker shares in Q1 2023, an estimated $2.33K.
  • My Personal CFO LLC first reported a position in Stanley Black & Decker in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Stanley Black & Decker position peaked at $2.33K in Q4 2022.
  • 713 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.