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

Catalyst Capital 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
-152
Closed -$16.7K – 578
2024
Q3 		$16.7K Buy
+152
New +$14.6K ﹤0.01% 480
2018
Q1 		– Sell
-880
Closed -$149K – 602
2017
Q4 		$149K Sell
880
-1,700
-66% -$278K 0.01% 264
2017
Q3 		$390K Sell
2,580
-9,640
-79% -$1.39M 0.02% 205
2017
Q2 		$1.72M Sell
12,220
-3,000
-20% -$411K 0.07% 143
2017
Q1 		$2.02M Sell
15,220
-2,090
-12% -$262K 0.1% 125
2016
Q4 		$1.99M Sell
17,310
-1,900
-10% -$226K 0.13% 113
2016
Q3 		$2.36M Buy
19,210
+10,210
+113% +$1.23M 0.26% 94
2016
Q2 		$1M Buy
+9,000
New +$1M 0.19% 135

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 $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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