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Custom Portfolio Group’s Stanley Black & Decker SWK Stock Holding History

Custom Portfolio Group’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
Q2 		$5.59K Hold
70
– – ﹤0.01% 188
2024
Q1 		$6.86K Hold
70
– – 0.01% 184
2023
Q4 		$6.87K Buy
+70
New +$6.16K 0.01% 178

Other funds holding SWK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Custom Portfolio Group's SWK Position: Q2 2024 in Review

Custom Portfolio Group held its Stanley Black & Decker (SWK) position steady in Q2 2024 at 70 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Custom Portfolio Group first reported a position in SWK in Q4 2023 and has held it in 3 quarters since. The position peaked at $6.87K in Q4 2023. 727 funds tracked by Wall St. Rank hold SWK as of Q2 2024.

  • Custom Portfolio Group held 70 shares of Stanley Black & Decker worth $5.59K as of Q2 2024.
  • Custom Portfolio Group left its Stanley Black & Decker share count unchanged in Q2 2024.
  • Stanley Black & Decker made up ﹤0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #188 holding.
  • Custom Portfolio Group first reported a position in Stanley Black & Decker in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Stanley Black & Decker position peaked at $6.87K in Q4 2023.
  • 727 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.