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Winch Advisory Services’s Stanley Black & Decker SWK Stock Holding History

Winch Advisory Services’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
-36
Closed -$4K – 433
2022
Q2 		$4K Hold
36
– – ﹤0.01% 302
2022
Q1 		$5K Hold
36
– – ﹤0.01% 318
2021
Q4 		$7K Hold
36
– – ﹤0.01% 306
2021
Q3 		$6K Hold
36
– – ﹤0.01% 316
2021
Q2 		$7K Hold
36
– – ﹤0.01% 310
2021
Q1 		$7K Hold
36
– – ﹤0.01% 280
2020
Q4 		$6K Buy
+36
New +$6.38K ﹤0.01% 285

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Winch Advisory Services's SWK Position: Q3 2022 in Review

Winch Advisory Services sold out of Stanley Black & Decker (SWK) in Q3 2022, closing a stake of 36 shares — an estimated $4K sold.

Winch Advisory Services first reported a position in SWK in Q4 2020 and held it in 7 quarters. The position peaked at $7K in Q4 2021. 744 funds tracked by Wall St. Rank hold SWK as of Q3 2022.

  • Winch Advisory Services reported no remaining Stanley Black & Decker position as of Q3 2022 after selling out during the quarter.
  • Winch Advisory Services sold 36 Stanley Black & Decker shares in Q3 2022, an estimated $4K.
  • Winch Advisory Services first reported a position in Stanley Black & Decker in Q4 2020 and held it in 7 quarters.
  • Winch Advisory Services's Stanley Black & Decker position peaked at $7K in Q4 2021.
  • 744 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2022.

Based on Winch Advisory Services's 13F filing for Q3 2022, filed 31 Oct 2022.