Aspire Private Capital’s Stanley Black & Decker SWK Stock Holding History

Aspire Private Capital’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	-1,204	Closed	-$118K	–	751
2023 Q4	$118K	Buy	1,204 +17	+1%	+$1.5K	0.04%	170
2023 Q3	$99.2K	Buy	1,187 +296	+33%	+$27.4K	0.03%	163
2023 Q2	$83.5K	Buy	891 +338	+61%	+$28K	0.03%	170
2023 Q1	$44.5K	Buy	553 +385	+229%	+$32.4K	0.01%	213
2022 Q4	$12.6K	Buy	168 +108	+180%	+$8.43K	﹤0.01%	332
2022 Q3	$5K	Buy	60 +31	+107%	+$2.98K	﹤0.01%	427
2022 Q2	$3K	Buy	29 +16	+123%	+$1.97K	﹤0.01%	471
2022 Q1	$2K	Hold	13	–	–	﹤0.01%	516
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	545
2021 Q3	$2K	Hold	13	–	–	﹤0.01%	508
2021 Q2	$3K	Hold	13	–	–	﹤0.01%	467
2021 Q1	$3K	Hold	13	–	–	﹤0.01%	443
2020 Q4	$2K	Hold	13	–	–	﹤0.01%	389
2020 Q3	$2K	Buy	+13	New	+$2.02K	﹤0.01%	395
2020 Q1	–	Sell	-13	Closed	-$2K	–	453
2019 Q4	$2K	Hold	13	–	–	﹤0.01%	395
2019 Q3	$2K	Hold	13	–	–	﹤0.01%	373
2019 Q2	$2K	Hold	13	–	–	﹤0.01%	406
2019 Q1	$2K	Hold	13	–	–	﹤0.01%	455
2018 Q4	$2K	Buy	+13	New	+$1.62K	﹤0.01%	429

Other funds holding SWK

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Aspire Private Capital's SWK Position: Q1 2024 in Review

Aspire Private Capital sold out of Stanley Black & Decker (SWK) in Q1 2024, closing a stake of 1,204 shares — an estimated $118K sold.

Aspire Private Capital first reported a position in SWK in Q4 2018 and held it in 19 quarters. The position peaked at $118K in Q4 2023. 784 funds tracked by Wall St. Rank hold SWK as of Q1 2024.

Aspire Private Capital reported no remaining Stanley Black & Decker position as of Q1 2024 after selling out during the quarter.
Aspire Private Capital sold 1,204 Stanley Black & Decker shares in Q1 2024, an estimated $118K.
Aspire Private Capital first reported a position in Stanley Black & Decker in Q4 2018 and held it in 19 quarters.
Aspire Private Capital's Stanley Black & Decker position peaked at $118K in Q4 2023.
784 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2024.

Based on Aspire Private Capital's 13F filing for Q1 2024, filed 18 Apr 2024.