Baystate Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Baystate Wealth Management’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	$2.25K	Hold	22	–	–	﹤0.01%	1037
2023 Q3	$1.9K	Hold	22	–	–	﹤0.01%	810
2023 Q2	$2.11K	Hold	22	–	–	﹤0.01%	833
2023 Q1	$1.8K	Hold	22	–	–	﹤0.01%	850
2022 Q4	$2K	Buy	22 +1	+5%	+$78	﹤0.01%	812
2022 Q3	$2K	Hold	21	–	–	﹤0.01%	769
2022 Q2	$2K	Sell	21 -65	-76%	-$8K	﹤0.01%	787
2022 Q1	$12K	Hold	86	–	–	﹤0.01%	551
2021 Q4	$16K	Sell	86 -13	-13%	-$2.4K	﹤0.01%	501
2021 Q3	$17K	Buy	99 +13	+15%	+$2.54K	﹤0.01%	461
2021 Q2	$18K	Hold	86	–	–	﹤0.01%	437
2021 Q1	$17K	Hold	86	–	–	﹤0.01%	407
2020 Q4	$15K	Hold	86	–	–	﹤0.01%	389
2020 Q3	$14K	Hold	86	–	–	﹤0.01%	360
2020 Q2	$12K	Sell	86 -70	-45%	-$8.45K	﹤0.01%	368
2020 Q1	$16K	Buy	156 +1	+0.6%	+$143	﹤0.01%	318
2019 Q4	$26K	Buy	155 +69	+80%	+$10.7K	﹤0.01%	295
2019 Q3	$12K	Buy	86 +1	+1%	+$141	﹤0.01%	347
2019 Q2	$12K	Hold	85	–	–	﹤0.01%	349
2019 Q1	$13K	Hold	85	–	–	﹤0.01%	355
2018 Q4	$12K	Sell	85 -150	-64%	-$18.7K	﹤0.01%	360
2018 Q3	$31K	Sell	235 -353	-60%	-$50.2K	0.01%	257
2018 Q2	$7K	Buy	588 +503	+592%	+$72.4K	﹤0.01%	414
2018 Q1	$12K	Hold	85	–	–	﹤0.01%	339
2017 Q4	$15K	Hold	85	–	–	﹤0.01%	329
2017 Q3	$13K	Hold	85	–	–	﹤0.01%	326
2017 Q2	$12K	Buy	85 +65	+325%	+$8.91K	﹤0.01%	330
2017 Q1	$3K	Buy	+20	New	+$2.51K	﹤0.01%	440

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Baystate Wealth Management's SWK Position: Q4 2023 in Review

Baystate Wealth Management held its Stanley Black & Decker (SWK) position steady in Q4 2023 at 22 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Baystate Wealth Management first reported a position in SWK in Q1 2017 and has held it in 28 quarters since. The position peaked at $31K in Q3 2018. 813 funds tracked by Wall St. Rank hold SWK as of Q4 2023.

Baystate Wealth Management held 22 shares of Stanley Black & Decker worth $2.25K as of Q4 2023.
Baystate Wealth Management left its Stanley Black & Decker share count unchanged in Q4 2023.
Stanley Black & Decker made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1037 holding.
Baystate Wealth Management first reported a position in Stanley Black & Decker in Q1 2017 and has held it in 28 quarters since.
Baystate Wealth Management's Stanley Black & Decker position peaked at $31K in Q3 2018.
813 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.