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Advisor Resource Council’s Stanley Black & Decker SWK Stock Holding History

Advisor Resource Council’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
Q1 		– Sell
-2,436
Closed -$239K – 491
2023
Q4 		$239K Buy
+2,436
New +$214K 0.03% 406
2022
Q3 		– Sell
-2,408
Closed -$252K – 462
2022
Q2 		$252K Buy
+2,408
New +$296K 0.02% 408
2022
Q1 		– Sell
-2,397
Closed -$452K – 504
2021
Q4 		$452K Buy
+2,397
New +$443K 0.04% 346
2021
Q3 		– Sell
-2,399
Closed -$492K – 459
2021
Q2 		$492K Buy
+2,399
New +$497K 0.05% 307

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Advisor Resource Council's SWK Position: Q1 2024 in Review

Advisor Resource Council sold out of Stanley Black & Decker (SWK) in Q1 2024, closing a stake of 2,436 shares — an estimated $239K sold.

Advisor Resource Council first reported a position in SWK in Q2 2021 and held it in 4 quarters. The position peaked at $492K in Q2 2021. 784 funds tracked by Wall St. Rank hold SWK as of Q1 2024.

  • Advisor Resource Council reported no remaining Stanley Black & Decker position as of Q1 2024 after selling out during the quarter.
  • Advisor Resource Council sold 2,436 Stanley Black & Decker shares in Q1 2024, an estimated $239K.
  • Advisor Resource Council first reported a position in Stanley Black & Decker in Q2 2021 and held it in 4 quarters.
  • Advisor Resource Council's Stanley Black & Decker position peaked at $492K in Q2 2021.
  • 784 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2024.

Based on Advisor Resource Council's 13F filing for Q1 2024, filed 19 Apr 2024.