AI
SWK icon

AXS Investments’s Stanley Black & Decker SWK Stock Holding History

AXS Investments’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
-13,201
Closed -$1.1M – 433
2023
Q3 		$1.1M Sell
13,201
-2,219
-14% -$206K 0.28% 144
2023
Q2 		$1.45M Buy
15,420
+2,194
+17% +$182K 0.39% 69
2023
Q1 		$1.07M Sell
13,226
-663
-5% -$55.8K 0.35% 117
2022
Q4 		$1.04M Buy
13,889
+2,254
+19% +$176K 0.37% 108
2022
Q3 		$875K Buy
11,635
+2,918
+33% +$281K 0.34% 121
2022
Q2 		$914K Buy
+8,717
New +$1.07M 0.32% 120

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

AXS Investments's SWK Position: Q4 2023 in Review

AXS Investments sold out of Stanley Black & Decker (SWK) in Q4 2023, closing a stake of 13,201 shares — an estimated $1.1M sold.

AXS Investments first reported a position in SWK in Q2 2022 and held it in 6 quarters. The position peaked at $1.45M in Q2 2023. 813 funds tracked by Wall St. Rank hold SWK as of Q4 2023.

  • AXS Investments reported no remaining Stanley Black & Decker position as of Q4 2023 after selling out during the quarter.
  • AXS Investments sold 13,201 Stanley Black & Decker shares in Q4 2023, an estimated $1.1M.
  • AXS Investments first reported a position in Stanley Black & Decker in Q2 2022 and held it in 6 quarters.
  • AXS Investments's Stanley Black & Decker position peaked at $1.45M in Q2 2023.
  • 813 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2023.

Based on AXS Investments's 13F filing for Q4 2023, filed 9 Feb 2024.