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Trust Investment Advisors’s Stanley Black & Decker SWK Stock Holding History

Trust Investment 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
2022
Q3 		– Sell
-3,020
Closed -$317K – 102
2022
Q2 		$317K Hold
3,020
– – 0.3% 75
2022
Q1 		$422K Buy
3,020
+128
+4% +$21.1K 0.34% 74
2021
Q4 		$545K Buy
2,892
+95
+3% +$17.5K 0.43% 73
2021
Q3 		$490K Buy
2,797
+113
+4% +$22K 0.44% 75
2021
Q2 		$550K Buy
2,684
+139
+5% +$28.8K 0.49% 74
2021
Q1 		$508K Hold
2,545
– – 0.5% 69
2020
Q4 		$454K Buy
+2,545
New +$451K 0.46% 70

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Trust Investment Advisors's SWK Position: Q3 2022 in Review

Trust Investment Advisors sold out of Stanley Black & Decker (SWK) in Q3 2022, closing a stake of 3,020 shares — an estimated $317K sold.

Trust Investment Advisors first reported a position in SWK in Q4 2020 and held it in 7 quarters. The position peaked at $550K in Q2 2021. 744 funds tracked by Wall St. Rank hold SWK as of Q3 2022.

  • Trust Investment Advisors reported no remaining Stanley Black & Decker position as of Q3 2022 after selling out during the quarter.
  • Trust Investment Advisors sold 3,020 Stanley Black & Decker shares in Q3 2022, an estimated $317K.
  • Trust Investment Advisors first reported a position in Stanley Black & Decker in Q4 2020 and held it in 7 quarters.
  • Trust Investment Advisors's Stanley Black & Decker position peaked at $550K in Q2 2021.
  • 744 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2022.

Based on Trust Investment Advisors's 13F filing for Q3 2022, filed 3 Nov 2022.