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Vicus Capital’s Stanley Black & Decker SWK Stock Holding History

Vicus Capital’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
Q4 		– Sell
-11,840
Closed -$891K – 221
2022
Q3 		$891K Buy
11,840
+6,574
+125% +$632K 0.1% 108
2022
Q2 		$552K Buy
+5,266
New +$648K 0.06% 136
2018
Q1 		– Sell
-1,231
Closed -$209K – 242
2017
Q4 		$209K Buy
+1,231
New +$201K 0.04% 217

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 $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vicus Capital's SWK Position: Q4 2022 in Review

Vicus Capital sold out of Stanley Black & Decker (SWK) in Q4 2022, closing a stake of 11,840 shares — an estimated $891K sold.

Vicus Capital first reported a position in SWK in Q4 2017 and held it in 3 quarters. The position peaked at $891K in Q3 2022. 727 funds tracked by Wall St. Rank hold SWK as of Q4 2022.

  • Vicus Capital reported no remaining Stanley Black & Decker position as of Q4 2022 after selling out during the quarter.
  • Vicus Capital sold 11,840 Stanley Black & Decker shares in Q4 2022, an estimated $891K.
  • Vicus Capital first reported a position in Stanley Black & Decker in Q4 2017 and held it in 3 quarters.
  • Vicus Capital's Stanley Black & Decker position peaked at $891K in Q3 2022.
  • 727 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2022.

Based on Vicus Capital's 13F filing for Q4 2022, filed 15 Feb 2023.