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Custom Index Systems’s Stanley Black & Decker SWK Stock Holding History

Custom Index Systems’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
-4,084
Closed -$328K – 348
2024
Q4 		$328K Buy
4,084
+32
+0.8% +$2.97K 0.18% 166
2024
Q3 		$446K Buy
+4,052
New +$389K 0.24% 127
2024
Q2 		– Sell
-3,467
Closed -$340K – 300
2024
Q1 		$340K Buy
+3,467
New +$320K 0.19% 175

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

Custom Index Systems's SWK Position: Q1 2025 in Review

Custom Index Systems sold out of Stanley Black & Decker (SWK) in Q1 2025, closing a stake of 4,084 shares — an estimated $328K sold.

Custom Index Systems first reported a position in SWK in Q1 2024 and held it in 3 quarters. The position peaked at $446K in Q3 2024. 746 funds tracked by Wall St. Rank hold SWK as of Q1 2025.

  • Custom Index Systems reported no remaining Stanley Black & Decker position as of Q1 2025 after selling out during the quarter.
  • Custom Index Systems sold 4,084 Stanley Black & Decker shares in Q1 2025, an estimated $328K.
  • Custom Index Systems first reported a position in Stanley Black & Decker in Q1 2024 and held it in 3 quarters.
  • Custom Index Systems's Stanley Black & Decker position peaked at $446K in Q3 2024.
  • 746 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2025.

Based on Custom Index Systems's 13F filing for Q1 2025, filed 14 May 2025.