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Aveo Capital Partners’s Stanley Black & Decker SWK Stock Holding History

Aveo Capital Partners’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
2023
Q4 		– Sell
-7,045
Closed -$589K – 368
2023
Q3 		$589K Buy
7,045
+1,600
+29% +$148K 0.08% 178
2023
Q2 		$510K Sell
5,445
-13,213
-71% -$1.09M 0.06% 203
2023
Q1 		$1.5M Buy
18,658
+10,013
+116% +$843K 0.2% 91
2022
Q4 		$649K Sell
8,645
-1,297
-13% -$101K 0.1% 156
2022
Q3 		$748K Buy
+9,942
New +$956K 0.13% 123

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Aveo Capital Partners's SWK Position: Q4 2023 in Review

Aveo Capital Partners sold out of Stanley Black & Decker (SWK) in Q4 2023, closing a stake of 7,045 shares — an estimated $589K sold.

Aveo Capital Partners first reported a position in SWK in Q3 2022 and held it in 5 quarters. The position peaked at $1.5M in Q1 2023. 813 funds tracked by Wall St. Rank hold SWK as of Q4 2023.

  • Aveo Capital Partners reported no remaining Stanley Black & Decker position as of Q4 2023 after selling out during the quarter.
  • Aveo Capital Partners sold 7,045 Stanley Black & Decker shares in Q4 2023, an estimated $589K.
  • Aveo Capital Partners first reported a position in Stanley Black & Decker in Q3 2022 and held it in 5 quarters.
  • Aveo Capital Partners's Stanley Black & Decker position peaked at $1.5M in Q1 2023.
  • 813 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2023.

Based on Aveo Capital Partners's 13F filing for Q4 2023, filed 6 Feb 2024.