Perigon Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Perigon Wealth Management’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 Q1	–	Sell	-950	Closed	-$170K	–	968
2020 Q4	$170K	Buy	+950	New	+$168K	0.02%	430
2018 Q2	–	Sell	-59	Closed	-$9K	–	549
2018 Q1	$9K	Hold	59	–	–	﹤0.01%	522
2017 Q4	$10K	Hold	59	–	–	﹤0.01%	492
2017 Q3	$9K	Hold	59	–	–	﹤0.01%	519
2017 Q2	$8K	Hold	59	–	–	﹤0.01%	510
2017 Q1	$8K	Hold	59	–	–	﹤0.01%	545
2016 Q4	$8K	Hold	59	–	–	﹤0.01%	591
2016 Q3	$7K	Hold	59	–	–	﹤0.01%	521
2016 Q2	$7K	Buy	+59	New	+$6.56K	﹤0.01%	387

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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