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Next Financial Group’s Stanley Black & Decker SWK Stock Holding History

Next Financial Group’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
Q4 		$93K Sell
494
-14
-3% -$2.58K 0.01% 1198
2021
Q3 		$89K Buy
508
+75
+17% +$14.6K 0.01% 1165
2021
Q2 		$89K Buy
433
+162
+60% +$33.6K 0.01% 1174
2021
Q1 		$54K Sell
271
-474
-64% -$85.9K ﹤0.01% 1248
2020
Q4 		$133K Buy
745
+466
+167% +$82.6K 0.01% 870
2020
Q3 		$45K Buy
+279
New +$43.4K ﹤0.01% 1137
2020
Q2 		– Sell
-243
Closed -$24K – 1748
2020
Q1 		$24K Sell
243
-3
-1% -$429 ﹤0.01% 1210
2019
Q4 		$41K Hold
246
– – ﹤0.01% 1266
2019
Q3 		$36K Sell
246
-43
-15% -$6.08K ﹤0.01% 1247
2019
Q2 		$42K Buy
289
+101
+54% +$14.2K ﹤0.01% 1219
2019
Q1 		$26K Sell
188
-296
-61% -$38.6K 0.01% 899
2018
Q4 		$58K Sell
484
-466
-49% -$58.2K 0.01% 762
2018
Q3 		$139K Buy
+950
New +$135K 0.06% 280
2017
Q4 		– Sell
-787
Closed -$125K – 1278
2017
Q3 		$125K Sell
787
-37
-4% -$5.32K 0.03% 429
2017
Q2 		$116K Buy
824
+2
+0.2% +$274 0.03% 496
2017
Q1 		$112K Sell
822
-149
-15% -$18.7K 0.03% 456
2016
Q4 		$111K Buy
971
+203
+26% +$24.2K 0.02% 644
2016
Q3 		$94K Buy
768
+253
+49% +$30.5K 0.02% 692
2016
Q2 		$57K Buy
515
+101
+24% +$11.2K 0.02% 617
2016
Q1 		$43K Buy
414
+50
+14% +$4.85K 0.02% 671
2015
Q4 		$38K Hold
364
– – 0.01% 709
2015
Q3 		$35K Buy
364
+165
+83% +$17K 0.01% 762
2015
Q2 		$20K Hold
199
– – 0.01% 1004
2015
Q1 		$18K Buy
199
+142
+249% +$13.6K 0.01% 1035
2014
Q4 		$5K Sell
57
-185
-76% -$17.1K ﹤0.01% 1511
2014
Q3 		$21K Buy
242
+222
+1,110% +$19.8K ﹤0.01% 1391
2014
Q2 		$2K Buy
+20
New +$1.7K ﹤0.01% 1084

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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

Next Financial Group's SWK Position: Q4 2021 in Review

Next Financial Group reduced its Stanley Black & Decker (SWK) stake by 2.8% in Q4 2021, selling an estimated $2.58K and leaving 494 shares worth $93K. The position accounts for 0.01% of the portfolio, ranked #1198.

Next Financial Group first reported a position in SWK in Q2 2014 and has held it in 27 quarters since. The position peaked at $139K in Q3 2018. 932 funds tracked by Wall St. Rank hold SWK as of Q4 2021.

  • Next Financial Group held 494 shares of Stanley Black & Decker worth $93K as of Q4 2021.
  • Next Financial Group sold 14 Stanley Black & Decker shares in Q4 2021, an estimated $2.58K.
  • Stanley Black & Decker made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1198 holding.
  • Next Financial Group first reported a position in Stanley Black & Decker in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's Stanley Black & Decker position peaked at $139K in Q3 2018.
  • 932 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.