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Capital Performance Advisors’s Stanley Black & Decker SWK Stock Holding History

Capital Performance Advisors’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
-909
Closed -$100K – 2384
2024
Q3 		$100K Buy
+909
New +$87.2K 0.03% 194

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Performance Advisors's SWK Position: Q4 2024 in Review

Capital Performance Advisors sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 909 shares — an estimated $100K sold.

Capital Performance Advisors first reported a position in SWK in Q3 2024 and held it in 1 quarter. The position peaked at $100K in Q3 2024. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

  • Capital Performance Advisors reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 909 Stanley Black & Decker shares in Q4 2024, an estimated $100K.
  • Capital Performance Advisors first reported a position in Stanley Black & Decker in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Stanley Black & Decker position peaked at $100K in Q3 2024.
  • 767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.