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Piershale Financial Group’s Stanley Black & Decker SWK Stock Holding History

Piershale Financial Group’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
2023
Q2 		$5.25K Hold
56
– – ﹤0.01% 165
2023
Q1 		$4.51K Hold
56
– – ﹤0.01% 179
2022
Q4 		$4.21K Buy
+56
New +$4.37K ﹤0.01% 194

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 $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Piershale Financial Group's SWK Position: Q2 2023 in Review

Piershale Financial Group held its Stanley Black & Decker (SWK) position steady in Q2 2023 at 56 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #165.

Piershale Financial Group first reported a position in SWK in Q4 2022 and has held it in 3 quarters since. 727 funds tracked by Wall St. Rank hold SWK as of Q2 2023.

  • Piershale Financial Group held 56 shares of Stanley Black & Decker worth $5.25K as of Q2 2023.
  • Piershale Financial Group left its Stanley Black & Decker share count unchanged in Q2 2023.
  • Stanley Black & Decker made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #165 holding.
  • Piershale Financial Group first reported a position in Stanley Black & Decker in Q4 2022 and has held it in 3 quarters since.
  • 727 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.