Bahl & Gaynor’s Stanley Black & Decker SWK Stock Holding History

Bahl & Gaynor’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	-1,990	Closed	-$219K	–	346
2024 Q3	$219K	Buy	+1,990	New	+$191K	﹤0.01%	332

Other funds holding SWK

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bahl & Gaynor's SWK Position: Q4 2024 in Review

Bahl & Gaynor sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 1,990 shares — an estimated $219K sold.

Bahl & Gaynor first reported a position in SWK in Q3 2024 and held it in 1 quarter. The position peaked at $219K in Q3 2024. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

Bahl & Gaynor reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
Bahl & Gaynor sold 1,990 Stanley Black & Decker shares in Q4 2024, an estimated $219K.
Bahl & Gaynor first reported a position in Stanley Black & Decker in Q3 2024 and held it in 1 quarter.
Bahl & Gaynor's Stanley Black & Decker position peaked at $219K in Q3 2024.
767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Bahl & Gaynor's 13F filing for Q4 2024, filed 6 Feb 2025.