Sonora Investment Management’s Stanley Black & Decker SWK Stock Holding History

Sonora Investment 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
2021 Q3	$2K	Hold	9	–	–	﹤0.01%	1013
2021 Q2	$2K	Buy	+9	New	+$1.87K	﹤0.01%	916
2020 Q4	–	Sell	-15	Closed	-$2K	–	1782
2020 Q3	$2K	Hold	15	–	–	﹤0.01%	1647
2020 Q2	$2K	Hold	15	–	–	﹤0.01%	1594
2020 Q1	$2K	Hold	15	–	–	﹤0.01%	1495
2019 Q4	$2K	Buy	+15	New	+$2.32K	﹤0.01%	1587
2018 Q4	–	Sell	-115	Closed	-$17K	–	1286
2018 Q3	$17K	Buy	+115	New	+$16.4K	﹤0.01%	697

Other funds holding SWK

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Sonora Investment Management's SWK Position: Q3 2021 in Review

Sonora Investment Management held its Stanley Black & Decker (SWK) position steady in Q3 2021 at 9 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Sonora Investment Management first reported a position in SWK in Q3 2018 and has held it in 7 quarters since. The position peaked at $17K in Q3 2018. 887 funds tracked by Wall St. Rank hold SWK as of Q3 2021.

Sonora Investment Management held 9 shares of Stanley Black & Decker worth $2K as of Q3 2021.
Sonora Investment Management left its Stanley Black & Decker share count unchanged in Q3 2021.
Stanley Black & Decker made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #1013 holding.
Sonora Investment Management first reported a position in Stanley Black & Decker in Q3 2018 and has held it in 7 quarters since.
Sonora Investment Management's Stanley Black & Decker position peaked at $17K in Q3 2018.
887 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.