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Smith Shellnut Wilson’s Stanley Black & Decker SWK Stock Holding History

Smith Shellnut Wilson’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
-1,776
Closed -$248K – 140
2022
Q1 		$248K Buy
1,776
+17
+1% +$2.81K 0.13% 125
2021
Q4 		$332K Buy
1,759
+52
+3% +$9.6K 0.16% 113
2021
Q3 		$299K Buy
1,707
+24
+1% +$4.68K 0.17% 109
2021
Q2 		$345K Hold
1,683
– – 0.2% 94
2021
Q1 		$336K Sell
1,683
-665
-28% -$121K 0.21% 90
2020
Q4 		$419K Buy
2,348
+327
+16% +$58K 0.25% 67
2020
Q3 		$328K Hold
2,021
– – 0.12% 89
2020
Q2 		$282K Sell
2,021
-44
-2% -$5.31K 0.2% 87
2020
Q1 		$207K Sell
2,065
-283
-12% -$40.4K 0.17% 102
2019
Q4 		$389K Hold
2,348
– – 0.26% 72
2019
Q3 		$339K Buy
2,348
+183
+8% +$25.9K 0.25% 78
2019
Q2 		$313K Sell
2,165
-34
-2% -$4.79K 0.24% 80
2019
Q1 		$299K Buy
2,199
+18
+0.8% +$2.35K 0.24% 89
2018
Q4 		$261K Sell
2,181
-18
-0.8% -$2.25K 0.28% 79
2018
Q3 		$322K Buy
+2,199
New +$313K 0.29% 65
2018
Q1 		$337K Sell
2,199
-427
-16% -$69.3K 0.29% 55
2017
Q4 		$446K Buy
2,626
+73
+3% +$11.9K 0.38% 55
2017
Q3 		$385K Buy
2,553
+107
+4% +$15.4K 0.34% 65
2017
Q2 		$272K Sell
2,446
-188
-7% -$25.8K 0.28% 87
2017
Q1 		$350K Buy
2,634
+26
+1% +$3.26K 0.32% 71
2016
Q4 		$299K Buy
+2,608
New +$311K 0.29% 84

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Smith Shellnut Wilson's SWK Position: Q2 2022 in Review

Smith Shellnut Wilson sold out of Stanley Black & Decker (SWK) in Q2 2022, closing a stake of 1,776 shares — an estimated $248K sold.

Smith Shellnut Wilson first reported a position in SWK in Q4 2016 and held it in 21 quarters. The position peaked at $446K in Q4 2017. 821 funds tracked by Wall St. Rank hold SWK as of Q2 2022.

  • Smith Shellnut Wilson reported no remaining Stanley Black & Decker position as of Q2 2022 after selling out during the quarter.
  • Smith Shellnut Wilson sold 1,776 Stanley Black & Decker shares in Q2 2022, an estimated $248K.
  • Smith Shellnut Wilson first reported a position in Stanley Black & Decker in Q4 2016 and held it in 21 quarters.
  • Smith Shellnut Wilson's Stanley Black & Decker position peaked at $446K in Q4 2017.
  • 821 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2022.

Based on Smith Shellnut Wilson's 13F filing for Q2 2022, filed 2 Aug 2022.