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

Delta Financial 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 		– Sell
-2,460
Closed -$241K – 219
2024
Q1 		$241K Buy
+2,460
New +$227K 0.07% 199

Other funds holding SWK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Delta Financial Group's SWK Position: Q2 2024 in Review

Delta Financial Group sold out of Stanley Black & Decker (SWK) in Q2 2024, closing a stake of 2,460 shares — an estimated $241K sold.

Delta Financial Group first reported a position in SWK in Q1 2024 and held it in 1 quarter. The position peaked at $241K in Q1 2024. 726 funds tracked by Wall St. Rank hold SWK as of Q2 2024.

  • Delta Financial Group reported no remaining Stanley Black & Decker position as of Q2 2024 after selling out during the quarter.
  • Delta Financial Group sold 2,460 Stanley Black & Decker shares in Q2 2024, an estimated $241K.
  • Delta Financial Group first reported a position in Stanley Black & Decker in Q1 2024 and held it in 1 quarter.
  • Delta Financial Group's Stanley Black & Decker position peaked at $241K in Q1 2024.
  • 726 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2024.

Based on Delta Financial Group's 13F filing for Q2 2024, filed 15 Jul 2024.