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Retirement Group’s Stanley Black & Decker SWK Stock Holding History

Retirement 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
2022
Q3 		– Sell
-8
Closed -$1K – 777
2022
Q2 		$1K Hold
8
– – ﹤0.01% 712
2022
Q1 		$1K Hold
8
– – ﹤0.01% 708
2021
Q4 		$2K Hold
8
– – ﹤0.01% 621
2021
Q3 		$1K Hold
8
– – ﹤0.01% 598
2021
Q2 		$2K Hold
8
– – ﹤0.01% 576
2021
Q1 		$2K Hold
8
– – ﹤0.01% 648
2020
Q4 		$1K Hold
8
– – ﹤0.01% 631
2020
Q3 		$1K Hold
8
– – ﹤0.01% 633
2020
Q2 		$1K Buy
+8
New +$965 ﹤0.01% 619
2019
Q4 		$1K Buy
+8
New +$1.24K ﹤0.01% 622

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Retirement Group's SWK Position: Q3 2022 in Review

Retirement Group sold out of Stanley Black & Decker (SWK) in Q3 2022, closing a stake of 8 shares — an estimated $1K sold.

Retirement Group first reported a position in SWK in Q4 2019 and held it in 10 quarters. The position peaked at $2K in Q4 2021. 744 funds tracked by Wall St. Rank hold SWK as of Q3 2022.

  • Retirement Group reported no remaining Stanley Black & Decker position as of Q3 2022 after selling out during the quarter.
  • Retirement Group sold 8 Stanley Black & Decker shares in Q3 2022, an estimated $1K.
  • Retirement Group first reported a position in Stanley Black & Decker in Q4 2019 and held it in 10 quarters.
  • Retirement Group's Stanley Black & Decker position peaked at $2K in Q4 2021.
  • 744 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.