Sargent Bickham Lagudis’s Stanley Black & Decker SWK Stock Holding History

Sargent Bickham Lagudis’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 Q4	$38.5K	Buy	512 +220	+75%	+$17.2K	﹤0.01%	487
2022 Q3	$22K	Buy	292 +101	+53%	+$9.72K	﹤0.01%	557
2022 Q2	$20K	Sell	191 -82	-30%	-$10.1K	﹤0.01%	591
2022 Q1	$38K	Hold	273	–	–	﹤0.01%	504
2021 Q4	$51K	Hold	273	–	–	﹤0.01%	447
2021 Q3	$48K	Buy	+273	New	+$53.2K	﹤0.01%	450
2020 Q4	–	Sell	-51	Closed	-$8K	–	910
2020 Q3	$8K	Hold	51	–	–	﹤0.01%	623
2020 Q2	$7K	Hold	51	–	–	﹤0.01%	616
2020 Q1	$5K	Hold	51	–	–	﹤0.01%	647
2019 Q4	$8K	Buy	51 +1	+2%	+$155	﹤0.01%	643
2019 Q3	$7K	Hold	50	–	–	﹤0.01%	607
2019 Q2	$7K	Hold	50	–	–	﹤0.01%	634
2019 Q1	$7K	Hold	50	–	–	﹤0.01%	664
2018 Q4	$6K	Sell	50 -37	-43%	-$4.62K	﹤0.01%	649
2018 Q3	$13K	Buy	87 +38	+78%	+$5.41K	﹤0.01%	569
2018 Q2	$7K	Hold	49	–	–	﹤0.01%	640
2018 Q1	$7K	Hold	49	–	–	﹤0.01%	637
2017 Q4	$8K	Hold	49	–	–	﹤0.01%	640
2017 Q3	$7K	Buy	49 +1	+2%	+$144	﹤0.01%	667
2017 Q2	$7K	Hold	48	–	–	﹤0.01%	627
2017 Q1	$6K	Buy	+48	New	+$6.02K	﹤0.01%	648

Other funds holding SWK

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sargent Bickham Lagudis's SWK Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Stanley Black & Decker (SWK) stake by 75% in Q4 2022, buying an estimated $17.2K and bringing the position to 512 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Sargent Bickham Lagudis first reported a position in SWK in Q1 2017 and has held it in 21 quarters since. The position peaked at $51K in Q4 2021. 727 funds tracked by Wall St. Rank hold SWK as of Q4 2022.

Sargent Bickham Lagudis held 512 shares of Stanley Black & Decker worth $38.5K as of Q4 2022.
Sargent Bickham Lagudis bought 220 Stanley Black & Decker shares in Q4 2022, an estimated $17.2K.
Stanley Black & Decker made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #487 holding.
Sargent Bickham Lagudis first reported a position in Stanley Black & Decker in Q1 2017 and has held it in 21 quarters since.
Sargent Bickham Lagudis's Stanley Black & Decker position peaked at $51K in Q4 2021.
727 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.