Sageworth Trust’s Stanley Black & Decker SWK Stock Holding History

Sageworth Trust’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 Q2	–	Sell	-82	Closed	-$11K	–	424
2022 Q1	$11K	Hold	82	–	–	﹤0.01%	176
2021 Q4	$15K	Hold	82	–	–	﹤0.01%	220
2021 Q3	$14K	Sell	82 -969	-92%	-$189K	﹤0.01%	461
2021 Q2	$215K	Buy	+1,051	New	+$218K	0.02%	112
2020 Q3	–	Sell	-7	Closed	-$1K	–	329
2020 Q2	$1K	Buy	+7	New	+$845	﹤0.01%	205

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sageworth Trust's SWK Position: Q2 2022 in Review

Sageworth Trust sold out of Stanley Black & Decker (SWK) in Q2 2022, closing a stake of 82 shares — an estimated $11K sold.

Sageworth Trust first reported a position in SWK in Q2 2020 and held it in 5 quarters. The position peaked at $215K in Q2 2021. 821 funds tracked by Wall St. Rank hold SWK as of Q2 2022.

Sageworth Trust reported no remaining Stanley Black & Decker position as of Q2 2022 after selling out during the quarter.
Sageworth Trust sold 82 Stanley Black & Decker shares in Q2 2022, an estimated $11K.
Sageworth Trust first reported a position in Stanley Black & Decker in Q2 2020 and held it in 5 quarters.
Sageworth Trust's Stanley Black & Decker position peaked at $215K in Q2 2021.
821 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2022.

Based on Sageworth Trust's 13F filing for Q2 2022, filed 28 Jul 2022.