WP Advisors’s Stanley Black & Decker SWK Stock Holding History

WP Advisors’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 Q1	–	Sell	-1,115	Closed	-$210K	–	114
2021 Q4	$210K	Buy	+1,115	New	+$206K	0.09%	105
2021 Q3	–	Sell	-1,182	Closed	-$242K	–	107
2021 Q2	$242K	Buy	1,182 +4	+0.3%	+$829	0.1%	94
2021 Q1	$235K	Sell	1,178 -96	-8%	-$17.4K	0.1%	84
2020 Q4	$228K	Buy	1,274 +4	+0.3%	+$709	0.11%	83
2020 Q3	$206K	Buy	+1,270	New	+$198K	0.12%	78
2019 Q2	–	Sell	-763	Closed	-$104K	–	145
2019 Q1	$104K	Buy	+763	New	+$99.5K	0.11%	85
2018 Q4	–	Sell	-755	Closed	-$111K	–	209
2018 Q3	$111K	Buy	755 +54	+8%	+$7.68K	0.1%	85
2018 Q2	$93K	Buy	+701	New	+$101K	0.09%	91

Other funds holding SWK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WP Advisors's SWK Position: Q1 2022 in Review

WP Advisors sold out of Stanley Black & Decker (SWK) in Q1 2022, closing a stake of 1,115 shares — an estimated $210K sold.

WP Advisors first reported a position in SWK in Q2 2018 and held it in 8 quarters. The position peaked at $242K in Q2 2021. 887 funds tracked by Wall St. Rank hold SWK as of Q1 2022.

WP Advisors reported no remaining Stanley Black & Decker position as of Q1 2022 after selling out during the quarter.
WP Advisors sold 1,115 Stanley Black & Decker shares in Q1 2022, an estimated $210K.
WP Advisors first reported a position in Stanley Black & Decker in Q2 2018 and held it in 8 quarters.
WP Advisors's Stanley Black & Decker position peaked at $242K in Q2 2021.
887 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2022.

Based on WP Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.