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CIC Wealth’s Stanley Black & Decker SWK Stock Holding History

CIC Wealth’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
Q3 		$473K Sell
4,297
-7
-0.2% -$672 0.12% 102
2024
Q2 		$344K Sell
4,304
-75
-2% -$6.6K 0.09% 118
2024
Q1 		$429K Hold
4,379
– – 0.12% 103
2023
Q4 		$430K Sell
4,379
-30
-0.7% -$2.64K 0.14% 100
2023
Q3 		$369K Buy
4,409
+770
+21% +$71.3K 0.13% 105
2023
Q2 		$341K Buy
+3,639
New +$301K 0.12% 106

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 $999B AUM 46.22% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIC Wealth's SWK Position: Q3 2024 in Review

CIC Wealth reduced its Stanley Black & Decker (SWK) stake by 0.16% in Q3 2024, selling an estimated $672 and leaving 4,297 shares worth $473K. The position accounts for 0.12% of the portfolio, ranked #102.

CIC Wealth first reported a position in SWK in Q2 2023 and has held it in 6 quarters since. 801 funds tracked by Wall St. Rank hold SWK as of Q3 2024.

  • CIC Wealth held 4,297 shares of Stanley Black & Decker worth $473K as of Q3 2024.
  • CIC Wealth sold 7 Stanley Black & Decker shares in Q3 2024, an estimated $672.
  • Stanley Black & Decker made up 0.12% of CIC Wealth's portfolio in Q3 2024, its #102 holding.
  • CIC Wealth first reported a position in Stanley Black & Decker in Q2 2023 and has held it in 6 quarters since.
  • 801 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.