Parnassus Investments
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Parnassus Investments’s Stanley Black & Decker SWK Stock Holding History

Parnassus 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
Q4 		– Sell
-245,000
Closed -$18.4M – 146
2022
Q3 		$18.4M Sell
245,000
-1,055,272
-81% -$102M 0.05% 108
2022
Q2 		$136M Hold
1,300,272
– – 0.33% 70
2022
Q1 		$182M Buy
+1,300,272
New +$215M 0.37% 62

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parnassus Investments's SWK Position: Q4 2022 in Review

Parnassus Investments sold out of Stanley Black & Decker (SWK) in Q4 2022, closing a stake of 245,000 shares — an estimated $18.4M sold.

Parnassus Investments first reported a position in SWK in Q1 2022 and held it in 3 quarters. The position peaked at $182M in Q1 2022. 727 funds tracked by Wall St. Rank hold SWK as of Q4 2022.

  • Parnassus Investments reported no remaining Stanley Black & Decker position as of Q4 2022 after selling out during the quarter.
  • Parnassus Investments sold 245,000 Stanley Black & Decker shares in Q4 2022, an estimated $18.4M.
  • Parnassus Investments first reported a position in Stanley Black & Decker in Q1 2022 and held it in 3 quarters.
  • Parnassus Investments's Stanley Black & Decker position peaked at $182M in Q1 2022.
  • 727 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2022.

Based on Parnassus Investments's 13F filing for Q4 2022, filed 30 Jan 2023.