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US Asset Management LLC’s Stanley Black & Decker SWK Stock Holding History

US Asset Management 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
2023
Q2 		– Sell
-110
Closed -$9K – 219
2023
Q1 		$9K Hold
110
– – 0.01% 228
2022
Q4 		$8K Buy
+110
New +$8.59K 0.01% 228
2022
Q2 		$12K Hold
110
– – 0.01% 231
2022
Q1 		$15K Buy
+110
New +$18.2K 0.01% 236
2021
Q4 		– Sell
-110
Closed -$19K – 223
2021
Q3 		$19K Buy
+110
New +$21.5K 0.02% 230

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 $999B AUM 46.22% 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 $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

US Asset Management LLC's SWK Position: Q2 2023 in Review

US Asset Management LLC sold out of Stanley Black & Decker (SWK) in Q2 2023, closing a stake of 110 shares — an estimated $9K sold.

US Asset Management LLC first reported a position in SWK in Q3 2021 and held it in 5 quarters. The position peaked at $19K in Q3 2021. 726 funds tracked by Wall St. Rank hold SWK as of Q2 2023.

  • US Asset Management LLC reported no remaining Stanley Black & Decker position as of Q2 2023 after selling out during the quarter.
  • US Asset Management LLC sold 110 Stanley Black & Decker shares in Q2 2023, an estimated $9K.
  • US Asset Management LLC first reported a position in Stanley Black & Decker in Q3 2021 and held it in 5 quarters.
  • US Asset Management LLC's Stanley Black & Decker position peaked at $19K in Q3 2021.
  • 726 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2023.

Based on US Asset Management LLC's 13F filing for Q2 2023, filed 22 Aug 2023.