Newman Dignan & Sheerar Inc’s Stanley Black & Decker SWK Stock Holding History

Newman Dignan & Sheerar Inc’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
2022 Q3	–	Sell	-3,648	Closed	-$383K	–	194
2022 Q2	$383K	Sell	3,648 -102	-3%	-$12.5K	0.13%	128
2022 Q1	$524	Sell	3,750 -99	-3%	-$16.4K	0.1%	110
2021 Q4	$726K	Buy	3,849 +3	+0.1%	+$554	0.22%	96
2021 Q3	$674K	Hold	3,846	–	–	0.19%	96
2021 Q2	$788K	Buy	3,846 +3	+0.1%	+$622	0.27%	88
2021 Q1	$767K	Sell	3,843 -50	-1%	-$9.07K	0.28%	81
2020 Q4	$695	Hold	3,893	–	–	0.11%	84
2020 Q3	$631K	Buy	+3,893	New	+$606K	0.26%	84
2020 Q2	–	Sell	-3,647	Closed	-$391K	–	150
2020 Q1	$391K	Sell	3,647 -510	-12%	-$72.8K	0.2%	94
2019 Q4	$689K	Buy	+4,157	New	+$644K	73.55%	1
2019 Q3	–	Sell	-4,612	Closed	-$667	–	164
2019 Q2	$667	Buy	+4,612	New	+$650K	0.02%	81
2019 Q1	–	Sell	-4,921	Closed	-$589	–	153
2018 Q4	$589	Buy	+4,921	New	+$614K	0.05%	80
2018 Q3	–	Sell	-4,701	Closed	-$624	–	164
2018 Q2	$624	Buy	4,701 +125	+3%	+$18K	0.04%	83
2018 Q1	$695K	Buy	4,576 +1	+0%	+$162	0.35%	72
2017 Q4	$776K	Buy	+4,575	New	+$749K	0.39%	66

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Newman Dignan & Sheerar Inc's SWK Position: Q3 2022 in Review

Newman Dignan & Sheerar Inc sold out of Stanley Black & Decker (SWK) in Q3 2022, closing a stake of 3,648 shares — an estimated $383K sold.

Newman Dignan & Sheerar Inc first reported a position in SWK in Q4 2017 and held it in 15 quarters. The position peaked at $788K in Q2 2021. 743 funds tracked by Wall St. Rank hold SWK as of Q3 2022.

Newman Dignan & Sheerar Inc reported no remaining Stanley Black & Decker position as of Q3 2022 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 3,648 Stanley Black & Decker shares in Q3 2022, an estimated $383K.
Newman Dignan & Sheerar Inc first reported a position in Stanley Black & Decker in Q4 2017 and held it in 15 quarters.
Newman Dignan & Sheerar Inc's Stanley Black & Decker position peaked at $788K in Q2 2021.
743 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2022.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q3 2022, filed 18 Oct 2022.