Spearhead Capital Advisors’s Stanley Black & Decker SWK Stock Holding History

Spearhead Capital 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 Q3	$529K	Sell	7,037 -63,215	-90%	-$6.08M	0.57%	59
2022 Q2	$7.37M	Buy	70,252 +16,005	+30%	+$1.97M	1.1%	49
2022 Q1	$7.58M	Buy	54,247 +3,479	+7%	+$575K	0.94%	50
2021 Q4	$9.58M	Buy	50,768 +1,418	+3%	+$262K	1.16%	43
2021 Q3	$8.65M	Buy	49,350 +4,747	+11%	+$926K	1.15%	46
2021 Q2	$9.14M	Buy	44,603 +165	+0.4%	+$34.2K	1.24%	29
2021 Q1	$8.87M	Buy	44,438 +380	+0.9%	+$68.9K	1.31%	24
2020 Q4	$7.87M	Buy	44,058 +2,669	+6%	+$473K	1.25%	24
2020 Q3	$6.71M	Buy	41,389 +276	+0.7%	+$43K	1.28%	23
2020 Q2	$5.73M	Buy	41,113 +3,158	+8%	+$381K	1.22%	28
2020 Q1	$3.8M	Buy	37,955 +5,010	+15%	+$716K	1.09%	53
2019 Q4	$5.46M	Buy	32,945 +1,083	+3%	+$168K	1.36%	21
2019 Q3	$4.6M	Buy	31,862 +1,779	+6%	+$251K	1.28%	33
2019 Q2	$4.35M	Buy	30,083 +2,056	+7%	+$290K	1.27%	34
2019 Q1	$3.82M	Buy	28,027 +5,837	+26%	+$761K	1.15%	43
2018 Q4	$2.66M	Buy	22,190 +457	+2%	+$57K	1.14%	45
2018 Q3	$3.07M	Buy	21,733 +569	+3%	+$81K	1.03%	54
2018 Q2	$2.81M	Buy	21,164 +1,816	+9%	+$261K	1.01%	54
2018 Q1	$2.96M	Buy	19,348 +3,394	+21%	+$551K	1.16%	50
2017 Q4	$2.71M	Buy	+15,954	New	+$2.61M	1.32%	23

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Spearhead Capital Advisors's SWK Position: Q3 2022 in Review

Spearhead Capital Advisors reduced its Stanley Black & Decker (SWK) stake by 90% in Q3 2022, selling an estimated $6.08M and leaving 7,037 shares worth $529K. The position accounts for 0.57% of the portfolio, ranked #59.

Spearhead Capital Advisors first reported a position in SWK in Q4 2017 and has held it in 20 quarters since. The position peaked at $9.58M in Q4 2021. 744 funds tracked by Wall St. Rank hold SWK as of Q3 2022.

Spearhead Capital Advisors held 7,037 shares of Stanley Black & Decker worth $529K as of Q3 2022.
Spearhead Capital Advisors sold 63,215 Stanley Black & Decker shares in Q3 2022, an estimated $6.08M.
Stanley Black & Decker made up 0.57% of Spearhead Capital Advisors's portfolio in Q3 2022, its #59 holding.
Spearhead Capital Advisors first reported a position in Stanley Black & Decker in Q4 2017 and has held it in 20 quarters since.
Spearhead Capital Advisors's Stanley Black & Decker position peaked at $9.58M in Q4 2021.
744 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.