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Copperwynd Financial’s Stanley Black & Decker SWK Stock Holding History

Copperwynd Financial’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
-2,202
Closed -$242K – 150
2024
Q3 		$242K Sell
2,202
-114
-5% -$10.9K 0.07% 132
2024
Q2 		$245K Buy
2,316
+153
+7% +$13.5K 0.08% 130
2024
Q1 		$212K Buy
+2,163
New +$199K 0.08% 134
2022
Q4 		– Sell
-3,611
Closed -$272K – 142
2022
Q3 		$272K Buy
3,611
+149
+4% +$14.3K 0.16% 107
2022
Q2 		$363K Buy
3,462
+124
+4% +$15.3K 0.21% 99
2022
Q1 		$467K Buy
3,338
+197
+6% +$32.5K 0.19% 102
2021
Q4 		$592K Buy
3,141
+116
+4% +$21.4K 0.22% 84
2021
Q3 		$530K Buy
3,025
+77
+3% +$15K 0.22% 92
2021
Q2 		$604K Buy
2,948
+12
+0.4% +$2.49K 0.26% 72
2021
Q1 		$586K Sell
2,936
-128
-4% -$23.2K 0.26% 62
2020
Q4 		$547K Sell
3,064
-184
-6% -$32.6K 0.26% 62
2020
Q3 		$527K Sell
3,248
-104
-3% -$16.2K 0.28% 56
2020
Q2 		$467K Sell
3,352
-220
-6% -$26.5K 0.27% 60
2020
Q1 		$357K Buy
3,572
+2
+0.1% +$286 0.17% 61
2019
Q4 		$592K Buy
3,570
+134
+4% +$20.8K 0.31% 66
2019
Q3 		$548K Buy
3,436
+464
+16% +$65.5K 0.31% 68
2019
Q2 		$430K Buy
2,972
+87
+3% +$12.3K 0.25% 75
2019
Q1 		$393K Buy
2,885
+171
+6% +$22.3K 0.24% 81
2018
Q4 		$325K Buy
2,714
+137
+5% +$17.1K 0.2% 68
2018
Q3 		$377K Buy
2,577
+115
+5% +$16.4K 0.23% 75
2018
Q2 		$327K Buy
2,462
+77
+3% +$11.1K 0.23% 73
2018
Q1 		$365K Buy
2,385
+164
+7% +$26.6K 0.25% 66
2017
Q4 		$377K Buy
+2,221
New +$364K 0.28% 63

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Copperwynd Financial's SWK Position: Q4 2024 in Review

Copperwynd Financial sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 2,202 shares — an estimated $242K sold.

Copperwynd Financial first reported a position in SWK in Q4 2017 and held it in 23 quarters. The position peaked at $604K in Q2 2021. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

  • Copperwynd Financial reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
  • Copperwynd Financial sold 2,202 Stanley Black & Decker shares in Q4 2024, an estimated $242K.
  • Copperwynd Financial first reported a position in Stanley Black & Decker in Q4 2017 and held it in 23 quarters.
  • Copperwynd Financial's Stanley Black & Decker position peaked at $604K in Q2 2021.
  • 767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Copperwynd Financial's 13F filing for Q4 2024, filed 10 Feb 2025.