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Sun Life Financial’s Stanley Black & Decker SWK Stock Holding History

Sun Life Financial’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
-95
Closed -$19K – 430
2021
Q1 		$19K Hold
95
– – ﹤0.01% 280
2020
Q4 		$17K Buy
95
+1
+1% +$177 ﹤0.01% 286
2020
Q3 		$15K Buy
94
+3
+3% +$467 ﹤0.01% 285
2020
Q2 		$13K Buy
91
+4
+5% +$483 ﹤0.01% 262
2020
Q1 		$9K Sell
87
-3
-3% -$429 ﹤0.01% 286
2019
Q4 		$15K Sell
90
-34
-27% -$5.26K ﹤0.01% 252
2019
Q3 		$18K Buy
124
+2
+2% +$283 ﹤0.01% 413
2019
Q2 		$18K Sell
122
-135
-53% -$19K ﹤0.01% 411
2019
Q1 		$35K Sell
257
-169
-40% -$22K 0.01% 402
2018
Q4 		$51K Buy
426
+4
+0.9% +$499 0.01% 390
2018
Q3 		$62K Buy
422
+4
+1% +$569 0.01% 400
2018
Q2 		$56K Buy
418
+311
+291% +$44.8K 0.01% 408
2018
Q1 		$696 Sell
107
-228
-68% -$37K 0.01% 377
2017
Q4 		$57K Sell
335
-794
-70% -$130K 0.01% 253
2017
Q3 		$170K Buy
1,129
+15
+1% +$2.16K 0.02% 256
2017
Q2 		$157K Buy
1,114
+1,103
+10,027% +$151K 0.02% 264
2017
Q1 		$82 Buy
+11
New +$1.38K ﹤0.01% 436

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 $1.81T AUM 41.13% 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 $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

Sun Life Financial's SWK Position: Q2 2021 in Review

Sun Life Financial sold out of Stanley Black & Decker (SWK) in Q2 2021, closing a stake of 95 shares — an estimated $19K sold.

Sun Life Financial first reported a position in SWK in Q1 2017 and held it in 17 quarters. The position peaked at $170K in Q3 2017. 924 funds tracked by Wall St. Rank hold SWK as of Q2 2021.

  • Sun Life Financial reported no remaining Stanley Black & Decker position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 95 Stanley Black & Decker shares in Q2 2021, an estimated $19K.
  • Sun Life Financial first reported a position in Stanley Black & Decker in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Stanley Black & Decker position peaked at $170K in Q3 2017.
  • 924 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.