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	–	561
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Catalyst Capital Advisors sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 152 shares — an estimated $16.7K sold.

Catalyst Capital Advisors first reported a position in SWK in Q2 2016 and held it in 8 quarters. The position peaked at $2.36M in Q3 2016. 768 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

Catalyst Capital Advisors reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
Catalyst Capital Advisors sold 152 Stanley Black & Decker shares in Q4 2024, an estimated $16.7K.
Catalyst Capital Advisors first reported a position in Stanley Black & Decker in Q2 2016 and held it in 8 quarters.
Catalyst Capital Advisors's Stanley Black & Decker position peaked at $2.36M in Q3 2016.
768 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

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