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Perennial Advisors’s Stanley Black & Decker SWK Stock Holding History

Perennial Advisors’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
2021
Q3 		– Sell
-300
Closed -$61K – 248
2021
Q2 		$61K Hold
300
– – 0.02% 139
2021
Q1 		$60K Hold
300
– – 0.02% 137
2020
Q4 		$54K Buy
+300
New +$53.2K 0.02% 134
2020
Q3 		– Sell
-300
Closed -$42K – 186
2020
Q2 		$42K Buy
+300
New +$36.2K 0.02% 138

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Perennial Advisors's SWK Position: Q3 2021 in Review

Perennial Advisors sold out of Stanley Black & Decker (SWK) in Q3 2021, closing a stake of 300 shares — an estimated $61K sold.

Perennial Advisors first reported a position in SWK in Q2 2020 and held it in 4 quarters. The position peaked at $61K in Q2 2021. 887 funds tracked by Wall St. Rank hold SWK as of Q3 2021.

  • Perennial Advisors reported no remaining Stanley Black & Decker position as of Q3 2021 after selling out during the quarter.
  • Perennial Advisors sold 300 Stanley Black & Decker shares in Q3 2021, an estimated $61K.
  • Perennial Advisors first reported a position in Stanley Black & Decker in Q2 2020 and held it in 4 quarters.
  • Perennial Advisors's Stanley Black & Decker position peaked at $61K in Q2 2021.
  • 887 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.