Windsor Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Windsor Wealth Management’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	$347K	Hold	4,149	–	–	0.06%	116
2023 Q2	$389K	Buy	4,149 +6	+0.1%	+$497	0.07%	111
2023 Q1	$321K	Hold	4,143	–	–	0.06%	125
2022 Q4	$336K	Sell	4,143 -10	-0.2%	-$780	0.07%	119
2022 Q3	$322K	Buy	+4,153	New	+$400K	0.08%	111

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

Windsor Wealth Management's SWK Position: Q3 2023 in Review

Windsor Wealth Management held its Stanley Black & Decker (SWK) position steady in Q3 2023 at 4,149 shares worth $347K. The position accounts for 0.06% of the portfolio, ranked #116.

Windsor Wealth Management first reported a position in SWK in Q3 2022 and has held it in 5 quarters since. The position peaked at $389K in Q2 2023. 741 funds tracked by Wall St. Rank hold SWK as of Q3 2023.

Windsor Wealth Management held 4,149 shares of Stanley Black & Decker worth $347K as of Q3 2023.
Windsor Wealth Management left its Stanley Black & Decker share count unchanged in Q3 2023.
Stanley Black & Decker made up 0.06% of Windsor Wealth Management's portfolio in Q3 2023, its #116 holding.
Windsor Wealth Management first reported a position in Stanley Black & Decker in Q3 2022 and has held it in 5 quarters since.
Windsor Wealth Management's Stanley Black & Decker position peaked at $389K in Q2 2023.
741 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.