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Valley Brook Capital Group’s Stanley Black & Decker SWK Stock Holding History

Valley Brook Capital Group’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
2021
Q2 		– Sell
-425
Closed -$84K – 388
2021
Q1 		$84K Buy
425
+125
+42% +$22.7K 0.08% 170
2020
Q4 		$53K Buy
+300
New +$53.2K 0.05% 191

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Valley Brook Capital Group's SWK Position: Q2 2021 in Review

Valley Brook Capital Group sold out of Stanley Black & Decker (SWK) in Q2 2021, closing a stake of 425 shares — an estimated $84K sold.

Valley Brook Capital Group first reported a position in SWK in Q4 2020 and held it in 2 quarters. The position peaked at $84K in Q1 2021. 923 funds tracked by Wall St. Rank hold SWK as of Q2 2021.

  • Valley Brook Capital Group reported no remaining Stanley Black & Decker position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 425 Stanley Black & Decker shares in Q2 2021, an estimated $84K.
  • Valley Brook Capital Group first reported a position in Stanley Black & Decker in Q4 2020 and held it in 2 quarters.
  • Valley Brook Capital Group's Stanley Black & Decker position peaked at $84K in Q1 2021.
  • 923 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.