Toth Financial Advisory’s Stanley Black & Decker SWK Stock Holding History

Toth Financial Advisory’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
2020 Q2	–	Sell	-530	Closed	-$53K	–	600
2020 Q1	$53K	Buy	530 +53	+11%	+$7.57K	0.02%	177
2019 Q4	$79K	Buy	477 +2	+0.4%	+$310	0.02%	190
2019 Q3	$69K	Hold	475	–	–	0.02%	209
2019 Q2	$69K	Buy	475 +440	+1,257%	+$62K	0.02%	206
2019 Q1	$5K	Hold	35	–	–	﹤0.01%	356
2018 Q4	$4K	Sell	35 -1,765	-98%	-$220K	﹤0.01%	348
2018 Q3	$264K	Buy	+1,800	New	+$256K	0.06%	140
2018 Q2	–	Sell	-31	Closed	-$5K	–	461
2018 Q1	$5K	Sell	31 -45	-59%	-$7.3K	﹤0.01%	365
2017 Q4	$13K	Buy	+76	New	+$12.4K	﹤0.01%	305

Other funds holding SWK

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Toth Financial Advisory's SWK Position: Q2 2020 in Review

Toth Financial Advisory sold out of Stanley Black & Decker (SWK) in Q2 2020, closing a stake of 530 shares — an estimated $53K sold.

Toth Financial Advisory first reported a position in SWK in Q4 2017 and held it in 9 quarters. The position peaked at $264K in Q3 2018. 753 funds tracked by Wall St. Rank hold SWK as of Q2 2020.

Toth Financial Advisory reported no remaining Stanley Black & Decker position as of Q2 2020 after selling out during the quarter.
Toth Financial Advisory sold 530 Stanley Black & Decker shares in Q2 2020, an estimated $53K.
Toth Financial Advisory first reported a position in Stanley Black & Decker in Q4 2017 and held it in 9 quarters.
Toth Financial Advisory's Stanley Black & Decker position peaked at $264K in Q3 2018.
753 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2020.

Based on Toth Financial Advisory's 13F filing for Q2 2020, filed 14 Jul 2020.