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Patten & Patten’s Stanley Black & Decker SWK Stock Holding History

Patten & Patten’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
-1,838
Closed -$257K – 287
2022
Q1 		$257K Hold
1,838
– – 0.02% 259
2021
Q4 		$347K Sell
1,838
-62
-3% -$11.4K 0.02% 235
2021
Q3 		$333K Buy
1,900
+100
+6% +$19.5K 0.03% 233
2021
Q2 		$369K Buy
1,800
+736
+69% +$153K 0.03% 224
2021
Q1 		$212K Buy
+1,064
New +$193K 0.02% 261

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
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

Patten & Patten's SWK Position: Q2 2022 in Review

Patten & Patten sold out of Stanley Black & Decker (SWK) in Q2 2022, closing a stake of 1,838 shares — an estimated $257K sold.

Patten & Patten first reported a position in SWK in Q1 2021 and held it in 5 quarters. The position peaked at $369K in Q2 2021. 821 funds tracked by Wall St. Rank hold SWK as of Q2 2022.

  • Patten & Patten reported no remaining Stanley Black & Decker position as of Q2 2022 after selling out during the quarter.
  • Patten & Patten sold 1,838 Stanley Black & Decker shares in Q2 2022, an estimated $257K.
  • Patten & Patten first reported a position in Stanley Black & Decker in Q1 2021 and held it in 5 quarters.
  • Patten & Patten's Stanley Black & Decker position peaked at $369K in Q2 2021.
  • 821 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2022.

Based on Patten & Patten's 13F filing for Q2 2022, filed 2 Aug 2022.