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 New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Perigon Wealth Management's SWK Position: Q1 2021 in Review

Perigon Wealth Management sold out of Stanley Black & Decker (SWK) in Q1 2021, closing a stake of 950 shares — an estimated $170K sold.

Perigon Wealth Management first reported a position in SWK in Q2 2016 and held it in 9 quarters. The position peaked at $170K in Q4 2020. 885 funds tracked by Wall St. Rank hold SWK as of Q1 2021.

Perigon Wealth Management reported no remaining Stanley Black & Decker position as of Q1 2021 after selling out during the quarter.
Perigon Wealth Management sold 950 Stanley Black & Decker shares in Q1 2021, an estimated $170K.
Perigon Wealth Management first reported a position in Stanley Black & Decker in Q2 2016 and held it in 9 quarters.
Perigon Wealth Management's Stanley Black & Decker position peaked at $170K in Q4 2020.
885 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.