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Aaron Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History

Aaron Wealth 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
2024
Q4 		– Sell
-2,334
Closed -$257K – 478
2024
Q3 		$257K Buy
+2,334
New +$224K 0.03% 341
2022
Q2 		– Sell
-537
Closed -$75.1K – 765
2022
Q1 		$75.1K Buy
+537
New +$88.7K 0.02% 331

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aaron Wealth Advisors's SWK Position: Q4 2024 in Review

Aaron Wealth Advisors sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 2,334 shares — an estimated $257K sold.

Aaron Wealth Advisors first reported a position in SWK in Q1 2022 and held it in 2 quarters. The position peaked at $257K in Q3 2024. 768 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

  • Aaron Wealth Advisors reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
  • Aaron Wealth Advisors sold 2,334 Stanley Black & Decker shares in Q4 2024, an estimated $257K.
  • Aaron Wealth Advisors first reported a position in Stanley Black & Decker in Q1 2022 and held it in 2 quarters.
  • Aaron Wealth Advisors's Stanley Black & Decker position peaked at $257K in Q3 2024.
  • 768 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Aaron Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.