Selective Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Selective Wealth Management’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	–	Sell	-64	Closed	-$5K	–	655
2022 Q3	$5K	Hold	64	–	–	﹤0.01%	601
2022 Q2	$7K	Hold	64	–	–	﹤0.01%	602
2022 Q1	$9K	Hold	64	–	–	﹤0.01%	546
2021 Q4	$12K	Hold	64	–	–	﹤0.01%	471
2021 Q3	$11K	Hold	64	–	–	0.01%	429
2021 Q2	$13K	Buy	+64	New	+$13.3K	0.01%	314

Other funds holding SWK

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

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

Selective Wealth Management's SWK Position: Q4 2022 in Review

Selective Wealth Management sold out of Stanley Black & Decker (SWK) in Q4 2022, closing a stake of 64 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in SWK in Q2 2021 and held it in 6 quarters. The position peaked at $13K in Q2 2021. 727 funds tracked by Wall St. Rank hold SWK as of Q4 2022.

Selective Wealth Management reported no remaining Stanley Black & Decker position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 64 Stanley Black & Decker shares in Q4 2022, an estimated $5K.
Selective Wealth Management first reported a position in Stanley Black & Decker in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's Stanley Black & Decker position peaked at $13K in Q2 2021.
727 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.