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Cary Street Partners Investment Advisory’s Stanley Black & Decker SWK Stock Holding History

Cary Street Partners Investment Advisory’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
-163
Closed -$13.7K – 1675
2023
Q3 		$13.7K Buy
163
+21
+15% +$1.95K ﹤0.01% 1216
2023
Q2 		$13.3K Buy
142
+1
+0.7% +$83 ﹤0.01% 1162
2023
Q1 		$11.4K Sell
141
-99
-41% -$8.34K ﹤0.01% 1111
2022
Q4 		$18K Buy
+240
New +$18.7K ﹤0.01% 1003

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Cary Street Partners Investment Advisory's SWK Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Stanley Black & Decker (SWK) in Q4 2023, closing a stake of 163 shares — an estimated $13.7K sold.

Cary Street Partners Investment Advisory first reported a position in SWK in Q4 2022 and held it in 4 quarters. The position peaked at $18K in Q4 2022. 814 funds tracked by Wall St. Rank hold SWK as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Stanley Black & Decker position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 163 Stanley Black & Decker shares in Q4 2023, an estimated $13.7K.
  • Cary Street Partners Investment Advisory first reported a position in Stanley Black & Decker in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Stanley Black & Decker position peaked at $18K in Q4 2022.
  • 814 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.