Dorchester Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Dorchester Wealth Management’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	$466K	Hold	5,800	–	–	0.09%	98
2024 Q3	$639K	Sell	5,800 -2,000	-26%	-$192K	0.12%	85
2024 Q2	$623K	Sell	7,800 -9,050	-54%	-$797K	0.12%	86
2024 Q1	$1.65M	Buy	16,850 +600	+4%	+$55.3K	0.3%	59
2023 Q4	$1.59M	Buy	16,250 +350	+2%	+$30.8K	0.29%	60
2023 Q3	$1.33M	Buy	15,900 +7,500	+89%	+$695K	0.27%	61
2023 Q2	$787K	Buy	+8,400	New	+$695K	0.16%	76

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dorchester Wealth Management's SWK Position: Q4 2024 in Review

Dorchester Wealth Management held its Stanley Black & Decker (SWK) position steady in Q4 2024 at 5,800 shares worth $466K. The position accounts for 0.09% of the portfolio, ranked #98.

Dorchester Wealth Management first reported a position in SWK in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.65M in Q1 2024. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

Dorchester Wealth Management held 5,800 shares of Stanley Black & Decker worth $466K as of Q4 2024.
Dorchester Wealth Management left its Stanley Black & Decker share count unchanged in Q4 2024.
Stanley Black & Decker made up 0.09% of Dorchester Wealth Management's portfolio in Q4 2024, its #98 holding.
Dorchester Wealth Management first reported a position in Stanley Black & Decker in Q2 2023 and has held it in 7 quarters since.
Dorchester Wealth Management's Stanley Black & Decker position peaked at $1.65M in Q1 2024.
767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.