SFS
SWK icon

Summit Financial Strategies’s Stanley Black & Decker SWK Stock Holding History

Summit Financial Strategies’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
Q2 		– Sell
-3,198
Closed -$249K – 119
2021
Q1 		$249K Buy
3,198
+12
+0.4% +$2.18K 0.09% 60
2020
Q4 		$222K Buy
+3,186
New +$565K 0.08% 75

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $530B AUM 22.01% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Summit Financial Strategies's SWK Position: Q2 2021 in Review

Summit Financial Strategies sold out of Stanley Black & Decker (SWK) in Q2 2021, closing a stake of 3,198 shares — an estimated $249K sold.

Summit Financial Strategies first reported a position in SWK in Q4 2020 and held it in 2 quarters. The position peaked at $249K in Q1 2021. 924 funds tracked by Wall St. Rank hold SWK as of Q2 2021.

  • Summit Financial Strategies reported no remaining Stanley Black & Decker position as of Q2 2021 after selling out during the quarter.
  • Summit Financial Strategies sold 3,198 Stanley Black & Decker shares in Q2 2021, an estimated $249K.
  • Summit Financial Strategies first reported a position in Stanley Black & Decker in Q4 2020 and held it in 2 quarters.
  • Summit Financial Strategies's Stanley Black & Decker position peaked at $249K in Q1 2021.
  • 924 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2021.

Based on Summit Financial Strategies's 13F filing for Q2 2021, filed 11 Aug 2021.