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Zullo Investment Group’s Stanley Black & Decker SWK Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-90
Closed -$6.78K – 642
2022
Q4 		$6.78K Hold
90
– – ﹤0.01% 550
2022
Q3 		$7K Hold
90
– – ﹤0.01% 550
2022
Q2 		$9K Hold
90
– – 0.01% 515
2022
Q1 		$13K Hold
90
– – 0.01% 492
2021
Q4 		$17K Buy
+90
New +$16.6K 0.01% 454

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Zullo Investment Group's SWK Position: Q1 2023 in Review

Zullo Investment Group sold out of Stanley Black & Decker (SWK) in Q1 2023, closing a stake of 90 shares — an estimated $6.78K sold.

Zullo Investment Group first reported a position in SWK in Q4 2021 and held it in 5 quarters. The position peaked at $17K in Q4 2021. 713 funds tracked by Wall St. Rank hold SWK as of Q1 2023.

  • Zullo Investment Group reported no remaining Stanley Black & Decker position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 90 Stanley Black & Decker shares in Q1 2023, an estimated $6.78K.
  • Zullo Investment Group first reported a position in Stanley Black & Decker in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Stanley Black & Decker position peaked at $17K in Q4 2021.
  • 713 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.