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Reilly Financial Advisors’s Stanley Black & Decker SWK Stock Holding History

Reilly Financial 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
2016
Q2 		– Sell
-200
Closed -$21K – 966
2016
Q1 		$21K Buy
+200
New +$19.4K ﹤0.01% 592

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Reilly Financial Advisors's SWK Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Stanley Black & Decker (SWK) stake by 5.1% in Q4 2021, selling an estimated $9.23K and leaving 940 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #219.

Reilly Financial Advisors first reported a position in SWK in Q2 2013 and has held it in 34 quarters since. The position peaked at $203K in Q2 2021. 933 funds tracked by Wall St. Rank hold SWK as of Q4 2021.

  • Reilly Financial Advisors held 940 shares of Stanley Black & Decker worth $177K as of Q4 2021.
  • Reilly Financial Advisors sold 50 Stanley Black & Decker shares in Q4 2021, an estimated $9.23K.
  • Stanley Black & Decker made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #219 holding.
  • Reilly Financial Advisors first reported a position in Stanley Black & Decker in Q2 2013 and has held it in 34 quarters since.
  • Reilly Financial Advisors's Stanley Black & Decker position peaked at $203K in Q2 2021.
  • 933 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.