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Advisory Alpha’s Stanley Black & Decker SWK Stock Holding History

Advisory Alpha’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
-2,220
Closed -$245K – 458
2024
Q3 		$245K Buy
+2,220
New +$213K 0.01% 364
2024
Q2 		– Sell
-2,090
Closed -$205K – 412
2024
Q1 		$205K Sell
2,090
-28
-1% -$2.58K 0.01% 374
2023
Q4 		$208K Buy
+2,118
New +$186K 0.01% 332
2022
Q3 		– Sell
-2,087
Closed -$219K – 262
2022
Q2 		$219K Hold
2,087
– – 0.02% 230
2022
Q1 		$292K Sell
2,087
-15
-0.7% -$2.48K 0.02% 216
2021
Q4 		$396K Sell
2,102
-18
-0.8% -$3.32K 0.02% 192
2021
Q3 		$372K Sell
2,120
-70
-3% -$13.7K 0.03% 183
2021
Q2 		$449K Hold
2,190
– – 0.04% 130
2021
Q1 		$437K Sell
2,190
-72
-3% -$13.1K 0.04% 109
2020
Q4 		$404K Buy
2,262
+72
+3% +$12.8K 0.08% 60
2020
Q3 		$377K Hold
2,190
– – 0.08% 53
2020
Q2 		$351K Hold
2,190
– – 0.08% 73
2020
Q1 		$232K Hold
2,190
– – 0.07% 87
2019
Q4 		$362K Sell
2,190
-289
-12% -$44.8K 0.09% 90
2019
Q3 		$342K Buy
2,479
+21
+0.9% +$2.97K 0.1% 77
2019
Q2 		$353K Buy
2,458
+9
+0.4% +$1.27K 0.12% 72
2019
Q1 		$349K Hold
2,449
– – 0.13% 72
2018
Q4 		$314K Buy
+2,449
New +$306K 0.15% 67

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisory Alpha's SWK Position: Q4 2024 in Review

Advisory Alpha sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 2,220 shares — an estimated $245K sold.

Advisory Alpha first reported a position in SWK in Q4 2018 and held it in 18 quarters. The position peaked at $449K in Q2 2021. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

  • Advisory Alpha reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
  • Advisory Alpha sold 2,220 Stanley Black & Decker shares in Q4 2024, an estimated $245K.
  • Advisory Alpha first reported a position in Stanley Black & Decker in Q4 2018 and held it in 18 quarters.
  • Advisory Alpha's Stanley Black & Decker position peaked at $449K in Q2 2021.
  • 767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Advisory Alpha's 13F filing for Q4 2024, filed 17 Jan 2025.