Veritable’s Stanley Black & Decker SWK Stock Holding History

Veritable’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 Q3	–	Sell	-2,411	Closed	-$226K	–	707
2023 Q2	$226K	Sell	2,411 -271	-10%	-$22.4K	﹤0.01%	802
2023 Q1	$216K	Sell	2,682 -306	-10%	-$25.8K	﹤0.01%	813
2022 Q4	$224K	Sell	2,988 -570	-16%	-$44.5K	﹤0.01%	769
2022 Q3	$268K	Sell	3,558 -2,546	-42%	-$245K	0.01%	660
2022 Q2	$640K	Buy	6,104 +226	+4%	+$27.8K	0.01%	474
2022 Q1	$822K	Buy	5,878 +93	+2%	+$15.4K	0.01%	437
2021 Q4	$1.09M	Buy	5,785 +313	+6%	+$57.8K	0.02%	384
2021 Q3	$959K	Sell	5,472 -51	-0.9%	-$9.95K	0.02%	394
2021 Q2	$1.13M	Buy	5,523 +68	+1%	+$14.1K	0.02%	355
2021 Q1	$1.09M	Sell	5,455 -317	-5%	-$57.5K	0.02%	341
2020 Q4	$1.03M	Buy	5,772 +82	+1%	+$14.5K	0.02%	330
2020 Q3	$923K	Sell	5,690 -83	-1%	-$12.9K	0.02%	336
2020 Q2	$805K	Buy	5,773 +2,248	+64%	+$271K	0.02%	358
2020 Q1	$353K	Sell	3,525 -746	-17%	-$107K	0.01%	521
2019 Q4	$708K	Buy	4,271 +82	+2%	+$12.7K	0.01%	444
2019 Q3	$605K	Buy	4,189 +53	+1%	+$7.49K	0.01%	466
2019 Q2	$598K	Sell	4,136 -43	-1%	-$6.06K	0.01%	460
2019 Q1	$569K	Sell	4,179 -157	-4%	-$20.5K	0.01%	468
2018 Q4	$519K	Buy	4,336 +307	+8%	+$38.3K	0.01%	459
2018 Q3	$590K	Sell	4,029 -73	-2%	-$10.4K	0.01%	454
2018 Q2	$545K	Sell	4,102 -122	-3%	-$17.6K	0.01%	480
2018 Q1	$647K	Hold	4,224	–	–	0.01%	426
2017 Q4	$717K	Sell	4,224 -175	-4%	-$28.6K	0.01%	407
2017 Q3	$664K	Sell	4,399 -300	-6%	-$43.1K	0.01%	436
2017 Q2	$661K	Buy	4,699 +329	+8%	+$45.1K	0.02%	447
2017 Q1	$581K	Buy	4,370 +18	+0.4%	+$2.26K	0.01%	454
2016 Q4	$499K	Buy	4,352 +333	+8%	+$39.7K	0.01%	477
2016 Q3	$494K	Buy	4,019 +151	+4%	+$18.2K	0.01%	475
2016 Q2	$430K	Buy	3,868 +660	+21%	+$73.4K	0.01%	485
2016 Q1	$338K	Sell	3,208 -1,787	-36%	-$173K	0.01%	537
2015 Q4	$533K	Buy	4,995 +1,662	+50%	+$175K	0.01%	445
2015 Q3	$323K	Buy	3,333 +195	+6%	+$20.1K	0.01%	556
2015 Q2	$330K	Sell	3,138 -3,770	-55%	-$384K	0.01%	573
2015 Q1	$659K	Sell	6,908 -508	-7%	-$48.6K	0.01%	513
2014 Q4	$713K	Sell	7,416 -377	-5%	-$34.8K	0.01%	498
2014 Q3	$692K	Sell	7,793 -315	-4%	-$28.2K	0.01%	509
2014 Q2	$712K	Buy	8,108 +298	+4%	+$25.4K	0.01%	500
2014 Q1	$634K	Sell	7,810 -1,128	-13%	-$90.5K	0.01%	515
2013 Q4	$721K	Sell	8,938 -243	-3%	-$19.9K	0.02%	467
2013 Q3	$832K	Buy	9,181 +33	+0.4%	+$2.83K	0.02%	429
2013 Q2	$707K	Buy	+9,148	New	+$717K	0.02%	479

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Veritable's SWK Position: Q3 2023 in Review

Veritable sold out of Stanley Black & Decker (SWK) in Q3 2023, closing a stake of 2,411 shares — an estimated $226K sold.

Veritable first reported a position in SWK in Q2 2013 and held it in 41 quarters. The position peaked at $1.13M in Q2 2021. 741 funds tracked by Wall St. Rank hold SWK as of Q3 2023.

Veritable reported no remaining Stanley Black & Decker position as of Q3 2023 after selling out during the quarter.
Veritable sold 2,411 Stanley Black & Decker shares in Q3 2023, an estimated $226K.
Veritable first reported a position in Stanley Black & Decker in Q2 2013 and held it in 41 quarters.
Veritable's Stanley Black & Decker position peaked at $1.13M in Q2 2021.
741 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.