SimplyRich’s Stanley Black & Decker SWK Stock Holding History

SimplyRich’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 Q3	–	Sell	-1,049	Closed	-$215K	–	182
2021 Q2	$215K	Hold	1,049	–	–	0.1%	152
2021 Q1	$209K	Buy	+1,049	New	+$190K	0.08%	164

Other funds holding SWK

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

SimplyRich's SWK Position: Q3 2021 in Review

SimplyRich sold out of Stanley Black & Decker (SWK) in Q3 2021, closing a stake of 1,049 shares — an estimated $215K sold.

SimplyRich first reported a position in SWK in Q1 2021 and held it in 2 quarters. The position peaked at $215K in Q2 2021. 887 funds tracked by Wall St. Rank hold SWK as of Q3 2021.

SimplyRich reported no remaining Stanley Black & Decker position as of Q3 2021 after selling out during the quarter.
SimplyRich sold 1,049 Stanley Black & Decker shares in Q3 2021, an estimated $215K.
SimplyRich first reported a position in Stanley Black & Decker in Q1 2021 and held it in 2 quarters.
SimplyRich's Stanley Black & Decker position peaked at $215K in Q2 2021.
887 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2021.

Based on SimplyRich's 13F filing for Q3 2021, filed 4 Oct 2021.