Surevest’s Stanley Black & Decker SWK Stock Holding History

Surevest’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	$1.56M	Buy	20,723 +2,578	+14%	+$248K	0.42%	77
2022 Q2	$1.9M	Buy	18,145 +802	+5%	+$98.7K	0.5%	74
2022 Q1	$2.42M	Sell	17,343 -3,202	-16%	-$529K	0.59%	70
2021 Q4	$3.88M	Sell	20,545 -1,390	-6%	-$257K	0.92%	53
2021 Q3	$3.85M	Buy	21,935 +1,357	+7%	+$265K	0.97%	58
2021 Q2	$4.22M	Buy	20,578 +3,592	+21%	+$745K	1.1%	53
2021 Q1	$3.39M	Buy	16,986 +386	+2%	+$70K	1.03%	59
2020 Q4	$2.96M	Buy	+16,600	New	+$2.94M	0.99%	57

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

Surevest's SWK Position: Q3 2022 in Review

Surevest increased its Stanley Black & Decker (SWK) stake by 14% in Q3 2022, buying an estimated $248K and bringing the position to 20,723 shares worth $1.56M. The position accounts for 0.42% of the portfolio, ranked #77.

Surevest first reported a position in SWK in Q4 2020 and has held it in 8 quarters since. The position peaked at $4.22M in Q2 2021. 743 funds tracked by Wall St. Rank hold SWK as of Q3 2022.

Surevest held 20,723 shares of Stanley Black & Decker worth $1.56M as of Q3 2022.
Surevest bought 2,578 Stanley Black & Decker shares in Q3 2022, an estimated $248K.
Stanley Black & Decker made up 0.42% of Surevest's portfolio in Q3 2022, its #77 holding.
Surevest first reported a position in Stanley Black & Decker in Q4 2020 and has held it in 8 quarters since.
Surevest's Stanley Black & Decker position peaked at $4.22M in Q2 2021.
743 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.