Obermeyer Wealth Partners’s Stanley Black & Decker SWK Stock Holding History

Obermeyer Wealth Partners’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	-1,721	Closed	-$241K	–	234
2022 Q1	$241K	Hold	1,721	–	–	0.01%	198
2021 Q4	$325K	Hold	1,721	–	–	0.02%	166
2021 Q3	$302K	Hold	1,721	–	–	0.02%	168
2021 Q2	$353K	Sell	1,721 -591	-26%	-$123K	0.02%	153
2021 Q1	$462K	Buy	+2,312	New	+$419K	0.03%	135
2013 Q3	–	Sell	-315	Closed	-$24K	–	254
2013 Q2	$24K	Buy	+315	New	+$24.7K	0.01%	176

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Obermeyer Wealth Partners's SWK Position: Q2 2022 in Review

Obermeyer Wealth Partners sold out of Stanley Black & Decker (SWK) in Q2 2022, closing a stake of 1,721 shares — an estimated $241K sold.

Obermeyer Wealth Partners first reported a position in SWK in Q2 2013 and held it in 6 quarters. The position peaked at $462K in Q1 2021. 821 funds tracked by Wall St. Rank hold SWK as of Q2 2022.

Obermeyer Wealth Partners reported no remaining Stanley Black & Decker position as of Q2 2022 after selling out during the quarter.
Obermeyer Wealth Partners sold 1,721 Stanley Black & Decker shares in Q2 2022, an estimated $241K.
Obermeyer Wealth Partners first reported a position in Stanley Black & Decker in Q2 2013 and held it in 6 quarters.
Obermeyer Wealth Partners's Stanley Black & Decker position peaked at $462K in Q1 2021.
821 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2022.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2022, filed 15 Aug 2022.