Oak Ridge Investments’s Stanley Black & Decker SWK Stock Holding History

Oak Ridge 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 Q1	–	Sell	-3,186	Closed	-$601K	–	170
2021 Q4	$601K	Sell	3,186 -599	-16%	-$111K	0.05%	152
2021 Q3	$664K	Hold	3,785	–	–	0.06%	154
2021 Q2	$776K	Hold	3,785	–	–	0.07%	150
2021 Q1	$756K	Hold	3,785	–	–	0.07%	150
2020 Q4	$676K	Sell	3,785 -199	-5%	-$35.3K	0.06%	159
2020 Q3	$646K	Sell	3,984 -30	-0.7%	-$4.67K	0.05%	158
2020 Q2	$560K	Buy	4,014 +127	+3%	+$15.3K	0.05%	157
2020 Q1	$389K	Sell	3,887 -340	-8%	-$48.6K	0.04%	161
2019 Q4	$701K	Sell	4,227 -528	-11%	-$81.8K	0.05%	147
2019 Q3	$686K	Hold	4,755	–	–	0.05%	152
2019 Q2	$688K	Sell	4,755 -17	-0.4%	-$2.4K	0.05%	152
2019 Q1	$650K	Hold	4,772	–	–	0.04%	153
2018 Q4	$571K	Buy	+4,772	New	+$596K	0.04%	151

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Oak Ridge Investments's SWK Position: Q1 2022 in Review

Oak Ridge Investments sold out of Stanley Black & Decker (SWK) in Q1 2022, closing a stake of 3,186 shares — an estimated $601K sold.

Oak Ridge Investments first reported a position in SWK in Q4 2018 and held it in 13 quarters. The position peaked at $776K in Q2 2021. 888 funds tracked by Wall St. Rank hold SWK as of Q1 2022.

Oak Ridge Investments reported no remaining Stanley Black & Decker position as of Q1 2022 after selling out during the quarter.
Oak Ridge Investments sold 3,186 Stanley Black & Decker shares in Q1 2022, an estimated $601K.
Oak Ridge Investments first reported a position in Stanley Black & Decker in Q4 2018 and held it in 13 quarters.
Oak Ridge Investments's Stanley Black & Decker position peaked at $776K in Q2 2021.
888 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2022.

Based on Oak Ridge Investments's 13F filing for Q1 2022, filed 22 Apr 2022.