ZIM
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Zacks Investment Management’s Stanley Black & Decker SWK Stock Holding History

Zacks Investment 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
2021
Q4 		– Sell
-26,257
Closed -$4.6M – 674
2021
Q3 		$4.6M Buy
26,257
+905
+4% +$176K 0.07% 190
2021
Q2 		$5.2M Buy
25,352
+807
+3% +$167K 0.08% 180
2021
Q1 		$4.9M Buy
24,545
+901
+4% +$163K 0.09% 176
2020
Q4 		$4.22M Buy
23,644
+1,234
+6% +$219K 0.08% 178
2020
Q3 		$3.63M Buy
+22,410
New +$3.49M 0.07% 163
2018
Q1 		– Sell
-7,878
Closed -$1.34M – 616
2017
Q4 		$1.34M Buy
7,878
+376
+5% +$61.5K 0.03% 342
2017
Q3 		$1.13M Sell
7,502
-1,212
-14% -$174K 0.03% 352
2017
Q2 		$1.23M Buy
+8,714
New +$1.2M 0.03% 321

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Zacks Investment Management's SWK Position: Q4 2021 in Review

Zacks Investment Management sold out of Stanley Black & Decker (SWK) in Q4 2021, closing a stake of 26,257 shares — an estimated $4.6M sold.

Zacks Investment Management first reported a position in SWK in Q2 2017 and held it in 8 quarters. The position peaked at $5.2M in Q2 2021. 933 funds tracked by Wall St. Rank hold SWK as of Q4 2021.

  • Zacks Investment Management reported no remaining Stanley Black & Decker position as of Q4 2021 after selling out during the quarter.
  • Zacks Investment Management sold 26,257 Stanley Black & Decker shares in Q4 2021, an estimated $4.6M.
  • Zacks Investment Management first reported a position in Stanley Black & Decker in Q2 2017 and held it in 8 quarters.
  • Zacks Investment Management's Stanley Black & Decker position peaked at $5.2M in Q2 2021.
  • 933 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2021.

Based on Zacks Investment Management's 13F filing for Q4 2021, filed 15 Feb 2022.