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Northwest & Ethical Investments’s Stanley Black & Decker SWK Stock Holding History

Northwest & Ethical Investments’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
Q2 		– Sell
-5,495
Closed -$768K – 432
2022
Q1 		$768K Sell
5,495
-1,363
-20% -$225K 0.02% 325
2021
Q4 		$1.29M Hold
6,858
– – 0.04% 276
2021
Q3 		$1.2M Sell
6,858
-51
-0.7% -$9.95K 0.04% 275
2021
Q2 		$1.42M Hold
6,909
– – 0.05% 271
2021
Q1 		$1.38M Hold
6,909
– – 0.05% 307
2020
Q4 		$1.23M Buy
6,909
+3,100
+81% +$550K 0.05% 303
2020
Q3 		$618K Buy
+3,809
New +$593K 0.03% 337
2019
Q3 		– Sell
-12,678
Closed -$1.83M – 383
2019
Q2 		$1.83M Sell
12,678
-72
-0.6% -$10.1K 0.09% 267
2019
Q1 		$1.74M Sell
12,750
-250
-2% -$32.6K 0.09% 276
2018
Q4 		$1.56M Buy
13,000
+4,000
+44% +$499K 0.09% 270
2018
Q3 		$1.32M Hold
9,000
– – 0.08% 270
2018
Q2 		$1.2M Sell
9,000
-300
-3% -$43.2K 0.08% 263
2018
Q1 		$1.42M Buy
+9,300
New +$1.51M 0.1% 250

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northwest & Ethical Investments's SWK Position: Q2 2022 in Review

Northwest & Ethical Investments sold out of Stanley Black & Decker (SWK) in Q2 2022, closing a stake of 5,495 shares — an estimated $768K sold.

Northwest & Ethical Investments first reported a position in SWK in Q1 2018 and held it in 13 quarters. The position peaked at $1.83M in Q2 2019. 821 funds tracked by Wall St. Rank hold SWK as of Q2 2022.

  • Northwest & Ethical Investments reported no remaining Stanley Black & Decker position as of Q2 2022 after selling out during the quarter.
  • Northwest & Ethical Investments sold 5,495 Stanley Black & Decker shares in Q2 2022, an estimated $768K.
  • Northwest & Ethical Investments first reported a position in Stanley Black & Decker in Q1 2018 and held it in 13 quarters.
  • Northwest & Ethical Investments's Stanley Black & Decker position peaked at $1.83M in Q2 2019.
  • 821 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2022.

Based on Northwest & Ethical Investments's 13F filing for Q2 2022, filed 9 Jul 2025.