Zeke Capital Advisors’s Stanley Black & Decker SWK Stock Holding History

Zeke Capital 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 Q2	–	Sell	-1,541	Closed	-$215K	–	528
2022 Q1	$215K	Buy	+1,541	New	+$255K	0.01%	465
2020 Q1	–	Sell	-1,436	Closed	-$238K	–	471
2019 Q4	$238K	Sell	1,436 -120	-8%	-$18.6K	0.02%	496
2019 Q3	$225K	Sell	1,556 -2,055	-57%	-$290K	0.02%	506
2019 Q2	$522K	Hold	3,611	–	–	0.05%	349
2019 Q1	$492K	Hold	3,611	–	–	0.05%	365
2018 Q4	$432K	Buy	3,611 +161	+5%	+$20.1K	0.04%	360
2018 Q3	$505K	Buy	3,450 +82	+2%	+$11.7K	0.04%	402
2018 Q2	$447K	Hold	3,368	–	–	0.04%	323
2018 Q1	$516K	Sell	3,368 -69	-2%	-$11.2K	0.05%	320
2017 Q4	$583K	Buy	3,437 +148	+4%	+$24.2K	0.06%	262
2017 Q3	$497K	Buy	+3,289	New	+$473K	0.07%	224

Other funds holding SWK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Zeke Capital Advisors's SWK Position: Q2 2022 in Review

Zeke Capital Advisors sold out of Stanley Black & Decker (SWK) in Q2 2022, closing a stake of 1,541 shares — an estimated $215K sold.

Zeke Capital Advisors first reported a position in SWK in Q3 2017 and held it in 11 quarters. The position peaked at $583K in Q4 2017. 821 funds tracked by Wall St. Rank hold SWK as of Q2 2022.

Zeke Capital Advisors reported no remaining Stanley Black & Decker position as of Q2 2022 after selling out during the quarter.
Zeke Capital Advisors sold 1,541 Stanley Black & Decker shares in Q2 2022, an estimated $215K.
Zeke Capital Advisors first reported a position in Stanley Black & Decker in Q3 2017 and held it in 11 quarters.
Zeke Capital Advisors's Stanley Black & Decker position peaked at $583K in Q4 2017.
821 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2022.

Based on Zeke Capital Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.