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Concourse Financial Group Securities’s Stanley Black & Decker SWK Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-748
Closed -$64.6K – 1818
2024
Q4 		$64.6K Hold
748
– – ﹤0.01% 1101
2024
Q3 		$82.4K Buy
748
+16
+2% +$1.54K ﹤0.01% 1005
2024
Q2 		$58.5K Sell
732
-1
-0.1% -$88 ﹤0.01% 1114
2024
Q1 		$71.8K Sell
733
-81
-10% -$7.46K ﹤0.01% 1041
2023
Q4 		$79.9K Sell
814
-315
-28% -$27.7K 0.01% 971
2023
Q3 		$94.4K Sell
1,129
-16
-1% -$1.48K 0.01% 869
2023
Q2 		$107K Sell
1,145
-120
-9% -$9.93K 0.01% 857
2023
Q1 		$102K Sell
1,265
-37
-3% -$3.12K 0.01% 865
2022
Q4 		$97.8K Buy
1,302
+16
+1% +$1.25K 0.01% 838
2022
Q3 		$97K Buy
1,286
+676
+111% +$65K 0.01% 735
2022
Q2 		$64K Buy
610
+53
+10% +$6.52K 0.01% 986
2022
Q1 		$78K Sell
557
-582
-51% -$96.1K 0.01% 968
2021
Q4 		$215K Buy
1,139
+112
+11% +$20.7K 0.01% 701
2021
Q3 		$180K Sell
1,027
-15
-1% -$2.92K 0.01% 751
2021
Q2 		$214K Buy
1,042
+71
+7% +$14.7K 0.01% 696
2021
Q1 		$194K Sell
971
-3,217
-77% -$583K 0.01% 702
2020
Q4 		$748K Buy
4,188
+287
+7% +$50.9K 0.06% 302
2020
Q3 		$633K Buy
3,901
+331
+9% +$51.5K 0.06% 286
2020
Q2 		$498K Buy
3,570
+769
+27% +$92.8K 0.05% 307
2020
Q1 		$280K Sell
2,801
-96
-3% -$13.7K 0.03% 384
2019
Q4 		$480K Buy
2,897
+2,637
+1,014% +$408K 0.05% 299
2019
Q3 		$38K Sell
260
-2,339
-90% -$330K 0.01% 712
2019
Q2 		$376K Sell
2,599
-130
-5% -$18.3K 0.04% 318
2019
Q1 		$371K Sell
2,729
-242
-8% -$31.6K 0.04% 326
2018
Q4 		$355K Buy
2,971
+2,871
+2,871% +$358K 0.04% 298
2018
Q3 		$15K Buy
+100
New +$14.2K ﹤0.01% 965

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 $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Concourse Financial Group Securities's SWK Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Stanley Black & Decker (SWK) in Q1 2025, closing a stake of 748 shares — an estimated $64.6K sold.

Concourse Financial Group Securities first reported a position in SWK in Q3 2018 and held it in 26 quarters. The position peaked at $748K in Q4 2020. 747 funds tracked by Wall St. Rank hold SWK as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Stanley Black & Decker position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 748 Stanley Black & Decker shares in Q1 2025, an estimated $64.6K.
  • Concourse Financial Group Securities first reported a position in Stanley Black & Decker in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Stanley Black & Decker position peaked at $748K in Q4 2020.
  • 747 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.