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Sheaff Brock Investment Advisors’s Stanley Black & Decker SWK Stock Holding History

Sheaff Brock Investment Advisors’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
Q1 		– Sell
-1,294
Closed -$244K – 571
2021
Q4 		$244K Buy
1,294
+40
+3% +$7.39K 0.02% 435
2021
Q3 		$220K Buy
+1,254
New +$245K 0.02% 468
2020
Q4 		– Sell
-1,544
Closed -$250K – 504
2020
Q3 		$250K Buy
+1,544
New +$240K 0.02% 340
2020
Q1 		– Sell
-4,944
Closed -$819K – 489
2019
Q4 		$819K Sell
4,944
-200
-4% -$31K 0.08% 177
2019
Q3 		$743K Buy
+5,144
New +$727K 0.08% 180
2018
Q1 		– Sell
-2,994
Closed -$508K – 579
2017
Q4 		$508K Sell
2,994
-5,900
-66% -$966K 0.07% 251
2017
Q3 		$1.34M Sell
8,894
-200
-2% -$28.8K 0.18% 111
2017
Q2 		$1.28M Sell
9,094
-6,050
-40% -$830K 0.17% 119
2017
Q1 		$2.01M Buy
15,144
+200
+1% +$25.1K 0.26% 84
2016
Q4 		$1.71M Sell
14,944
-1,400
-9% -$167K 0.22% 96
2016
Q3 		$2.01M Buy
+16,344
New +$1.97M 0.27% 81

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sheaff Brock Investment Advisors's SWK Position: Q1 2022 in Review

Sheaff Brock Investment Advisors sold out of Stanley Black & Decker (SWK) in Q1 2022, closing a stake of 1,294 shares — an estimated $244K sold.

Sheaff Brock Investment Advisors first reported a position in SWK in Q3 2016 and held it in 11 quarters. The position peaked at $2.01M in Q1 2017. 889 funds tracked by Wall St. Rank hold SWK as of Q1 2022.

  • Sheaff Brock Investment Advisors reported no remaining Stanley Black & Decker position as of Q1 2022 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 1,294 Stanley Black & Decker shares in Q1 2022, an estimated $244K.
  • Sheaff Brock Investment Advisors first reported a position in Stanley Black & Decker in Q3 2016 and held it in 11 quarters.
  • Sheaff Brock Investment Advisors's Stanley Black & Decker position peaked at $2.01M in Q1 2017.
  • 889 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2022.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2022, filed 6 May 2022.