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Sterling Investment Advisors (Pennsylvania)’s Stanley Black & Decker SWK Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		– Sell
-55
Closed -$6K – 465
2022
Q2 		$6K Hold
55
– – ﹤0.01% 443
2022
Q1 		$8K Hold
55
– – ﹤0.01% 465
2021
Q4 		$10K Hold
55
– – ﹤0.01% 441
2021
Q3 		$10K Buy
+55
New +$10.7K ﹤0.01% 437

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SWK Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Stanley Black & Decker (SWK) in Q3 2022, closing a stake of 55 shares — an estimated $6K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SWK in Q3 2021 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 744 funds tracked by Wall St. Rank hold SWK as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Stanley Black & Decker position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 55 Stanley Black & Decker shares in Q3 2022, an estimated $6K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Stanley Black & Decker in Q3 2021 and held it in 4 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Stanley Black & Decker position peaked at $10K in Q4 2021.
  • 744 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.