CFS Investment Advisory Services’s Stanley Black & Decker SWK Stock Holding History

CFS Investment Advisory Services’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	-2,447	Closed	-$269K	–	309
2024 Q3	$269K	Sell	2,447 -2,591	-51%	-$249K	0.02%	261
2024 Q2	$402K	Buy	+5,038	New	+$444K	0.03%	197
2023 Q3	–	Sell	-4,449	Closed	-$417K	–	243
2023 Q2	$417K	Buy	+4,449	New	+$368K	0.05%	179
2022 Q3	–	Sell	-9,011	Closed	-$945K	–	351
2022 Q2	$945K	Sell	9,011 -1,504,216	-99%	-$185M	0.14%	128
2022 Q1	$11K	Buy	1,513,227 +1,502,476	+13,975%	+$248M	0.05%	152
2021 Q4	$1.88M	Sell	10,751 -599	-5%	-$111K	0.25%	88
2021 Q3	$1.99M	Buy	+11,350	New	+$2.21M	0.27%	83
2020 Q4	$2.21M	Buy	+12,346	New	+$2.19M	0.35%	58

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFS Investment Advisory Services's SWK Position: Q4 2024 in Review

CFS Investment Advisory Services sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 2,447 shares — an estimated $269K sold.

CFS Investment Advisory Services first reported a position in SWK in Q4 2020 and held it in 8 quarters. The position peaked at $2.21M in Q4 2020. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

CFS Investment Advisory Services reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
CFS Investment Advisory Services sold 2,447 Stanley Black & Decker shares in Q4 2024, an estimated $269K.
CFS Investment Advisory Services first reported a position in Stanley Black & Decker in Q4 2020 and held it in 8 quarters.
CFS Investment Advisory Services's Stanley Black & Decker position peaked at $2.21M in Q4 2020.
767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on CFS Investment Advisory Services's 13F filing for Q4 2024, filed 21 Jan 2025.