S&CO Inc’s Stanley Black & Decker SWK Stock Holding History

S&CO Inc’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 Q2	–	Sell	-1,260	Closed	-$251K	–	191
2021 Q1	$251K	Hold	1,260	–	–	0.02%	172
2020 Q4	$225K	Hold	1,260	–	–	0.02%	171
2020 Q3	$204K	Buy	+1,260	New	+$196K	0.02%	171
2020 Q1	–	Sell	-1,260	Closed	-$209K	–	180
2019 Q4	$209K	Buy	+1,260	New	+$195K	0.02%	172
2018 Q3	–	Sell	-1,897	Closed	-$252K	–	195
2018 Q2	$252K	Hold	1,897	–	–	0.03%	188
2018 Q1	$291K	Hold	1,897	–	–	0.04%	178
2017 Q4	$322K	Hold	1,897	–	–	0.04%	164
2017 Q3	$286K	Hold	1,897	–	–	0.04%	165
2017 Q2	$267K	Hold	1,897	–	–	0.04%	166
2017 Q1	$252K	Hold	1,897	–	–	0.03%	168
2016 Q4	$218K	Buy	+1,897	New	+$226K	0.03%	172

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

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

S&CO Inc's SWK Position: Q2 2021 in Review

S&CO Inc sold out of Stanley Black & Decker (SWK) in Q2 2021, closing a stake of 1,260 shares — an estimated $251K sold.

S&CO Inc first reported a position in SWK in Q4 2016 and held it in 11 quarters. The position peaked at $322K in Q4 2017. 924 funds tracked by Wall St. Rank hold SWK as of Q2 2021.

S&CO Inc reported no remaining Stanley Black & Decker position as of Q2 2021 after selling out during the quarter.
S&CO Inc sold 1,260 Stanley Black & Decker shares in Q2 2021, an estimated $251K.
S&CO Inc first reported a position in Stanley Black & Decker in Q4 2016 and held it in 11 quarters.
S&CO Inc's Stanley Black & Decker position peaked at $322K in Q4 2017.
924 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2021.

Based on S&CO Inc's 13F filing for Q2 2021, filed 14 Jul 2021.