Abundance Wealth Counselors’s Stanley Black & Decker SWK Stock Holding History

Abundance Wealth Counselors’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	-7,160	Closed	-$789K	–	145
2024 Q3	$789K	Buy	+7,160	New	+$687K	0.16%	98
2024 Q2	–	Sell	-6,335	Closed	-$620K	–	137
2024 Q1	$620K	Buy	6,335 +591	+10%	+$54.5K	0.14%	96
2023 Q4	$563K	Buy	5,744 +538	+10%	+$47.4K	0.15%	97
2023 Q3	$435K	Buy	+5,206	New	+$482K	0.12%	99
2021 Q2	–	Sell	-3,308	Closed	-$661K	–	306
2021 Q1	$661K	Buy	3,308 +136	+4%	+$24.7K	0.16%	64
2020 Q4	$566K	Buy	3,172 +52	+2%	+$9.22K	0.14%	67
2020 Q3	$506K	Sell	3,120 -1,562	-33%	-$243K	0.15%	63
2020 Q2	$653K	Buy	+4,682	New	+$565K	0.2%	40

Other funds holding SWK

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abundance Wealth Counselors's SWK Position: Q4 2024 in Review

Abundance Wealth Counselors sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 7,160 shares — an estimated $789K sold.

Abundance Wealth Counselors first reported a position in SWK in Q2 2020 and held it in 8 quarters. The position peaked at $789K in Q3 2024. 768 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

Abundance Wealth Counselors reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
Abundance Wealth Counselors sold 7,160 Stanley Black & Decker shares in Q4 2024, an estimated $789K.
Abundance Wealth Counselors first reported a position in Stanley Black & Decker in Q2 2020 and held it in 8 quarters.
Abundance Wealth Counselors's Stanley Black & Decker position peaked at $789K in Q3 2024.
768 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Abundance Wealth Counselors's 13F filing for Q4 2024, filed 24 Jan 2025.