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Oxler Private Wealth’s Stanley Black & Decker SWK Stock Holding History

Oxler Private Wealth’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
Q3 		– Sell
-203
Closed -$21.3K – 465
2022
Q2 		$21.3K Buy
+203
New +$25K 0.01% 184
2021
Q1 		– Sell
-200
Closed -$35K – 201
2020
Q4 		$35K Buy
+200
New +$35.5K 0.02% 174

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Oxler Private Wealth's SWK Position: Q3 2022 in Review

Oxler Private Wealth sold out of Stanley Black & Decker (SWK) in Q3 2022, closing a stake of 203 shares — an estimated $21.3K sold.

Oxler Private Wealth first reported a position in SWK in Q4 2020 and held it in 2 quarters. The position peaked at $35K in Q4 2020. 743 funds tracked by Wall St. Rank hold SWK as of Q3 2022.

  • Oxler Private Wealth reported no remaining Stanley Black & Decker position as of Q3 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 203 Stanley Black & Decker shares in Q3 2022, an estimated $21.3K.
  • Oxler Private Wealth first reported a position in Stanley Black & Decker in Q4 2020 and held it in 2 quarters.
  • Oxler Private Wealth's Stanley Black & Decker position peaked at $35K in Q4 2020.
  • 743 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2022.

Based on Oxler Private Wealth's 13F filing for Q3 2022, filed 15 Nov 2022.