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Safeguard Investment Advisory Group’s Stanley Black & Decker SWK Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-38
Closed -$6K – 635
2020
Q4 		$6K Buy
+38
New +$6.74K 0.01% 508

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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

Safeguard Investment Advisory Group's SWK Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Stanley Black & Decker (SWK) in Q1 2021, closing a stake of 38 shares — an estimated $6K sold.

Safeguard Investment Advisory Group first reported a position in SWK in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 884 funds tracked by Wall St. Rank hold SWK as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Stanley Black & Decker position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 38 Stanley Black & Decker shares in Q1 2021, an estimated $6K.
  • Safeguard Investment Advisory Group first reported a position in Stanley Black & Decker in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Stanley Black & Decker position peaked at $6K in Q4 2020.
  • 884 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.