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Sovereign Financial Group’s Stanley Black & Decker SWK Stock Holding History

Sovereign Financial Group’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
-1,022
Closed -$204K – 189
2021
Q2 		$204K Hold
1,022
– – 0.12% 160
2021
Q1 		$204K Buy
+1,022
New +$185K 0.13% 160

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Sovereign Financial Group's SWK Position: Q3 2021 in Review

Sovereign Financial Group sold out of Stanley Black & Decker (SWK) in Q3 2021, closing a stake of 1,022 shares — an estimated $204K sold.

Sovereign Financial Group first reported a position in SWK in Q1 2021 and held it in 2 quarters. The position peaked at $204K in Q2 2021. 887 funds tracked by Wall St. Rank hold SWK as of Q3 2021.

  • Sovereign Financial Group reported no remaining Stanley Black & Decker position as of Q3 2021 after selling out during the quarter.
  • Sovereign Financial Group sold 1,022 Stanley Black & Decker shares in Q3 2021, an estimated $204K.
  • Sovereign Financial Group first reported a position in Stanley Black & Decker in Q1 2021 and held it in 2 quarters.
  • Sovereign Financial Group's Stanley Black & Decker position peaked at $204K in Q2 2021.
  • 887 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2021.

Based on Sovereign Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.