Sutton Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History

Sutton Wealth 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
2023 Q3	$6.85K	Hold	82	–	–	﹤0.01%	538
2023 Q2	$7.68K	Buy	82 +17	+26%	+$1.41K	﹤0.01%	501
2023 Q1	$5.24K	Sell	65 -1,336	-95%	-$113K	﹤0.01%	515
2022 Q4	$105K	Sell	1,401 -30	-2%	-$2.34K	0.04%	242
2022 Q3	$108K	Sell	1,431 -12	-0.8%	-$1.15K	0.04%	242
2022 Q2	$151K	Buy	1,443 +28	+2%	+$3.44K	0.06%	194
2022 Q1	$198K	Sell	1,415 -2	-0.1%	-$330	0.07%	184
2021 Q4	$267K	Hold	1,417	–	–	0.09%	151
2021 Q3	$248K	Buy	1,417 +1	+0.1%	+$195	0.09%	152
2021 Q2	$290K	Hold	1,416	–	–	0.11%	133
2021 Q1	$283K	Buy	1,416 +3	+0.2%	+$544	0.11%	133
2020 Q4	$252K	Buy	1,413 +3	+0.2%	+$532	0.11%	134
2020 Q3	$229K	Hold	1,410	–	–	0.11%	132
2020 Q2	$197K	Sell	1,410 -11	-0.8%	-$1.33K	0.1%	141
2020 Q1	$142K	Buy	1,421 +3	+0.2%	+$429	0.09%	158
2019 Q4	$235K	Hold	1,418	–	–	0.12%	133
2019 Q3	$205K	Hold	1,418	–	–	0.11%	143
2019 Q2	$205K	Buy	1,418 +12	+0.9%	+$1.69K	0.12%	140
2019 Q1	$191K	Sell	1,406 -568	-29%	-$74.1K	0.11%	145
2018 Q4	$236K	Hold	1,974	–	–	0.15%	111
2018 Q3	$289K	Hold	1,974	–	–	0.19%	96
2018 Q2	$262K	Hold	1,974	–	–	0.18%	92
2018 Q1	$302K	Hold	1,974	–	–	0.22%	78
2017 Q4	$335K	Hold	1,974	–	–	0.25%	73
2017 Q3	$298K	Hold	1,974	–	–	0.23%	79
2017 Q2	$278K	Hold	1,974	–	–	0.22%	77
2017 Q1	$262K	Hold	1,974	–	–	0.22%	72
2016 Q4	$226K	Hold	1,974	–	–	0.2%	84
2016 Q3	$243K	Hold	1,974	–	–	0.22%	75
2016 Q2	$220K	Hold	1,974	–	–	0.21%	83
2016 Q1	$208K	Buy	+1,974	New	+$192K	0.2%	87

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

Sutton Wealth Advisors's SWK Position: Q3 2023 in Review

Sutton Wealth Advisors held its Stanley Black & Decker (SWK) position steady in Q3 2023 at 82 shares worth $6.85K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Sutton Wealth Advisors first reported a position in SWK in Q1 2016 and has held it in 31 quarters since. The position peaked at $335K in Q4 2017. 742 funds tracked by Wall St. Rank hold SWK as of Q3 2023.

Sutton Wealth Advisors held 82 shares of Stanley Black & Decker worth $6.85K as of Q3 2023.
Sutton Wealth Advisors left its Stanley Black & Decker share count unchanged in Q3 2023.
Stanley Black & Decker made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #538 holding.
Sutton Wealth Advisors first reported a position in Stanley Black & Decker in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Stanley Black & Decker position peaked at $335K in Q4 2017.
742 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.