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Okabena Investment Services’s Stanley Black & Decker SWK Stock Holding History

Okabena Investment Services’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
-150
Closed -$21K – 195
2022
Q1 		$21K Hold
150
– – 0.01% 160
2021
Q4 		$28K Buy
+150
New +$27.7K 0.01% 172

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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

Okabena Investment Services's SWK Position: Q2 2022 in Review

Okabena Investment Services sold out of Stanley Black & Decker (SWK) in Q2 2022, closing a stake of 150 shares — an estimated $21K sold.

Okabena Investment Services first reported a position in SWK in Q4 2021 and held it in 2 quarters. The position peaked at $28K in Q4 2021. 821 funds tracked by Wall St. Rank hold SWK as of Q2 2022.

  • Okabena Investment Services reported no remaining Stanley Black & Decker position as of Q2 2022 after selling out during the quarter.
  • Okabena Investment Services sold 150 Stanley Black & Decker shares in Q2 2022, an estimated $21K.
  • Okabena Investment Services first reported a position in Stanley Black & Decker in Q4 2021 and held it in 2 quarters.
  • Okabena Investment Services's Stanley Black & Decker position peaked at $28K in Q4 2021.
  • 821 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2022.

Based on Okabena Investment Services's 13F filing for Q2 2022, filed 11 Aug 2022.