VVP
SWK icon

Venture Visionary Partners’s Stanley Black & Decker SWK Stock Holding History

Venture Visionary Partners’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
-516
Closed -$54.1K – 1414
2022
Q2 		$54.1K Buy
+516
New +$63.5K ﹤0.01% 782
2022
Q1 		– Sell
-4,528
Closed -$854K – 538
2021
Q4 		$854K Sell
4,528
-108
-2% -$19.9K 0.06% 246
2021
Q3 		$812K Buy
4,636
+18
+0.4% +$3.51K 0.06% 244
2021
Q2 		$946K Buy
4,618
+9
+0.2% +$1.87K 0.08% 214
2021
Q1 		$920K Buy
+4,609
New +$836K 0.08% 208

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

Venture Visionary Partners's SWK Position: Q3 2022 in Review

Venture Visionary Partners sold out of Stanley Black & Decker (SWK) in Q3 2022, closing a stake of 516 shares — an estimated $54.1K sold.

Venture Visionary Partners first reported a position in SWK in Q1 2021 and held it in 5 quarters. The position peaked at $946K in Q2 2021. 743 funds tracked by Wall St. Rank hold SWK as of Q3 2022.

  • Venture Visionary Partners reported no remaining Stanley Black & Decker position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 516 Stanley Black & Decker shares in Q3 2022, an estimated $54.1K.
  • Venture Visionary Partners first reported a position in Stanley Black & Decker in Q1 2021 and held it in 5 quarters.
  • Venture Visionary Partners's Stanley Black & Decker position peaked at $946K in Q2 2021.
  • 743 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.