TrueWealth LLC’s Stanley Black & Decker SWK Stock Holding History

TrueWealth LLC’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	$9K	Hold	61	–	–	﹤0.01%	486
2020 Q1	$6K	Hold	61	–	–	﹤0.01%	529
2019 Q4	$10K	Hold	61	–	–	﹤0.01%	460
2019 Q3	$9K	Hold	61	–	–	﹤0.01%	473
2019 Q2	$9K	Hold	61	–	–	﹤0.01%	472
2019 Q1	$8K	Hold	61	–	–	﹤0.01%	499
2018 Q4	$7K	Hold	61	–	–	﹤0.01%	491
2018 Q3	$9K	Hold	61	–	–	﹤0.01%	511
2018 Q2	$8K	Hold	61	–	–	﹤0.01%	533
2018 Q1	$9K	Hold	61	–	–	﹤0.01%	476
2017 Q4	$10K	Buy	+61	New	+$9.98K	﹤0.01%	512

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

TrueWealth LLC's SWK Position: Q2 2020 in Review

TrueWealth LLC held its Stanley Black & Decker (SWK) position steady in Q2 2020 at 61 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

TrueWealth LLC first reported a position in SWK in Q4 2017 and has held it in 11 quarters since. The position peaked at $10K in Q4 2019. 754 funds tracked by Wall St. Rank hold SWK as of Q2 2020.

TrueWealth LLC held 61 shares of Stanley Black & Decker worth $9K as of Q2 2020.
TrueWealth LLC left its Stanley Black & Decker share count unchanged in Q2 2020.
Stanley Black & Decker made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #486 holding.
TrueWealth LLC first reported a position in Stanley Black & Decker in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Stanley Black & Decker position peaked at $10K in Q4 2019.
754 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.