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Benjamin F. Edwards & Company’s Stanley Black & Decker SWK Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$19K Hold
237
– – ﹤0.01% 1569
2024
Q1 		$23K Sell
237
-242
-51% -$22.3K ﹤0.01% 1496
2023
Q4 		$47K Sell
479
-105
-18% -$9.24K ﹤0.01% 1271
2023
Q3 		$49K Sell
584
-1,356
-70% -$126K ﹤0.01% 1079
2023
Q2 		$182K Sell
1,940
-597
-24% -$49.4K 0.01% 762
2023
Q1 		$204K Buy
2,537
+1,674
+194% +$141K 0.01% 715
2022
Q4 		$65K Buy
863
+730
+549% +$57K ﹤0.01% 1019
2022
Q3 		$10K Sell
133
-55
-29% -$5.29K ﹤0.01% 1394
2022
Q2 		$20K Buy
188
+55
+41% +$6.77K ﹤0.01% 1247
2022
Q1 		$19K Sell
133
-40
-23% -$6.61K ﹤0.01% 1243
2021
Q4 		$33K Hold
173
– – ﹤0.01% 1135
2021
Q3 		$30K Sell
173
-1,367
-89% -$267K ﹤0.01% 1146
2021
Q2 		$316K Hold
1,540
– – 0.02% 542
2021
Q1 		$307K Buy
1,540
+500
+48% +$90.7K 0.02% 571
2020
Q4 		$186K Buy
1,040
+40
+4% +$7.09K 0.01% 662
2020
Q3 		$162K Hold
1,000
– – 0.01% 643
2020
Q2 		$139K Hold
1,000
– – 0.01% 652
2020
Q1 		$100K Sell
1,000
-623
-38% -$89K 0.01% 689
2019
Q4 		$269K Buy
1,623
+1,000
+161% +$155K 0.02% 527
2019
Q3 		$90K Sell
623
-5
-0.8% -$706 0.01% 768
2019
Q2 		$91K Buy
628
+2
+0.3% +$282 0.01% 732
2019
Q1 		$85K Hold
626
– – 0.01% 730
2018
Q4 		$75K Buy
626
+623
+20,767% +$77.8K 0.01% 741
2018
Q3 		$0 Hold
3
– – ﹤0.01% 1662
2018
Q2 		$0 Hold
3
– – ﹤0.01% 1656
2018
Q1 		$0 Hold
3
– – ﹤0.01% 1673
2017
Q4 		$1K Hold
3
– – ﹤0.01% 1547
2017
Q3 		$0 Hold
3
– – ﹤0.01% 1588
2017
Q2 		$0 Hold
3
– – ﹤0.01% 1491
2017
Q1 		$0 Buy
+3
New +$376 ﹤0.01% 1393
2016
Q1 		– Sell
-4
Closed – – 1192
2015
Q4 		$0 Buy
+4
New +$422 ﹤0.01% 1242

Other funds holding SWK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Benjamin F. Edwards & Company's SWK Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Stanley Black & Decker (SWK) position steady in Q2 2024 at 237 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Benjamin F. Edwards & Company first reported a position in SWK in Q4 2015 and has held it in 31 quarters since. The position peaked at $316K in Q2 2021. 727 funds tracked by Wall St. Rank hold SWK as of Q2 2024.

  • Benjamin F. Edwards & Company held 237 shares of Stanley Black & Decker worth $19K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Stanley Black & Decker share count unchanged in Q2 2024.
  • Stanley Black & Decker made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1569 holding.
  • Benjamin F. Edwards & Company first reported a position in Stanley Black & Decker in Q4 2015 and has held it in 31 quarters since.
  • Benjamin F. Edwards & Company's Stanley Black & Decker position peaked at $316K in Q2 2021.
  • 727 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.