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TD Ameritrade Investment Management’s Stanley Black & Decker SWK Stock Holding History

TD Ameritrade Investment Management’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
Q1 		– Sell
-68
Closed -$5K – 619
2022
Q4 		$5K Sell
68
-13
-16% -$1.01K ﹤0.01% 434
2022
Q3 		$6K Sell
81
-49
-38% -$4.71K ﹤0.01% 419
2022
Q2 		$14K Sell
130
-143
-52% -$17.6K ﹤0.01% 403
2022
Q1 		$38K Buy
273
+57
+26% +$9.41K ﹤0.01% 380
2021
Q4 		$41K Buy
216
+129
+148% +$23.8K ﹤0.01% 371
2021
Q3 		$14K Sell
87
-67
-44% -$13.1K ﹤0.01% 422
2021
Q2 		$32K Buy
154
+43
+39% +$8.92K ﹤0.01% 370
2021
Q1 		$20K Hold
111
– – ﹤0.01% 403
2020
Q4 		$20K Buy
111
+24
+28% +$4.26K ﹤0.01% 403
2020
Q3 		$14K Buy
87
+7
+9% +$1.09K ﹤0.01% 422
2020
Q2 		$11K Buy
80
+8
+11% +$965 ﹤0.01% 425
2020
Q1 		$7K Buy
72
+16
+29% +$2.29K ﹤0.01% 461
2019
Q4 		$9K Sell
56
-3
-5% -$465 ﹤0.01% 480
2019
Q3 		$9K Buy
+59
New +$8.34K ﹤0.01% 458
2018
Q4 		– Sell
-6
Closed -$1K – 613
2018
Q3 		$1K Sell
6
-8
-57% -$1.14K ﹤0.01% 557
2018
Q2 		$2K Buy
+14
New +$2.02K ﹤0.01% 379

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TD Ameritrade Investment Management's SWK Position: Q1 2023 in Review

TD Ameritrade Investment Management sold out of Stanley Black & Decker (SWK) in Q1 2023, closing a stake of 68 shares — an estimated $5K sold.

TD Ameritrade Investment Management first reported a position in SWK in Q2 2018 and held it in 16 quarters. The position peaked at $41K in Q4 2021. 714 funds tracked by Wall St. Rank hold SWK as of Q1 2023.

  • TD Ameritrade Investment Management reported no remaining Stanley Black & Decker position as of Q1 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 68 Stanley Black & Decker shares in Q1 2023, an estimated $5K.
  • TD Ameritrade Investment Management first reported a position in Stanley Black & Decker in Q2 2018 and held it in 16 quarters.
  • TD Ameritrade Investment Management's Stanley Black & Decker position peaked at $41K in Q4 2021.
  • 714 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q1 2023, filed 15 May 2023.