Clifford Swan Investment Counsel’s Stanley Black & Decker SWK Stock Holding History

Clifford Swan Investment Counsel’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	-2,850	Closed	-$238K	–	304
2023 Q3	$238K	Hold	2,850	–	–	0.01%	274
2023 Q2	$267K	Hold	2,850	–	–	0.01%	270
2023 Q1	$230K	Hold	2,850	–	–	0.01%	282
2022 Q4	$214K	Hold	2,850	–	–	0.01%	292
2022 Q3	$214K	Sell	2,850 -865	-23%	-$83.2K	0.01%	298
2022 Q2	$390K	Hold	3,715	–	–	0.02%	245
2022 Q1	$519K	Sell	3,715 -3	-0.1%	-$495	0.02%	229
2021 Q4	$701K	Sell	3,718 -10	-0.3%	-$1.85K	0.02%	212
2021 Q3	$664K	Hold	3,728	–	–	0.02%	215
2021 Q2	$727K	Sell	3,728 -162	-4%	-$33.6K	0.03%	204
2021 Q1	$777K	Hold	3,890	–	–	0.03%	195
2020 Q4	$695K	Hold	3,890	–	–	0.03%	200
2020 Q3	$631K	Sell	3,890 -675	-15%	-$105K	0.03%	196
2020 Q2	$636K	Sell	4,565 -850	-16%	-$103K	0.03%	193
2020 Q1	$542K	Sell	5,415 -75	-1%	-$10.7K	0.03%	193
2019 Q4	$910K	Buy	+5,490	New	+$850K	0.04%	174
2017 Q3	–	Sell	-1,542	Closed	-$217K	–	324
2017 Q2	$217K	Buy	+1,542	New	+$211K	0.01%	298

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

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

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

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Clifford Swan Investment Counsel's SWK Position: Q4 2023 in Review

Clifford Swan Investment Counsel sold out of Stanley Black & Decker (SWK) in Q4 2023, closing a stake of 2,850 shares — an estimated $238K sold.

Clifford Swan Investment Counsel first reported a position in SWK in Q2 2017 and held it in 17 quarters. The position peaked at $910K in Q4 2019. 814 funds tracked by Wall St. Rank hold SWK as of Q4 2023.

Clifford Swan Investment Counsel reported no remaining Stanley Black & Decker position as of Q4 2023 after selling out during the quarter.
Clifford Swan Investment Counsel sold 2,850 Stanley Black & Decker shares in Q4 2023, an estimated $238K.
Clifford Swan Investment Counsel first reported a position in Stanley Black & Decker in Q2 2017 and held it in 17 quarters.
Clifford Swan Investment Counsel's Stanley Black & Decker position peaked at $910K in Q4 2019.
814 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2023.

Based on Clifford Swan Investment Counsel's 13F filing for Q4 2023, filed 6 Feb 2024.