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Eagle Ridge Investment Management’s Stanley Black & Decker SWK Stock Holding History

Eagle Ridge Investment 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 		$370K Buy
4,604
+298
+7% +$27.6K 0.03% 110
2024
Q3 		$474K Buy
4,306
+8
+0.2% +$768 0.04% 103
2024
Q2 		$343K Hold
4,298
– – 0.03% 114
2024
Q1 		$421K Buy
4,298
+1,268
+42% +$117K 0.04% 109
2023
Q4 		$297K Sell
3,030
-940
-24% -$82.8K 0.03% 125
2023
Q3 		$332K Hold
3,970
– – 0.04% 115
2023
Q2 		$372K Sell
3,970
-50
-1% -$4.14K 0.04% 116
2023
Q1 		$324K Buy
4,020
+259
+7% +$21.8K 0.04% 121
2022
Q4 		$283K Buy
3,761
+1,086
+41% +$84.8K 0.03% 130
2022
Q3 		$201K Hold
2,675
– – 0.03% 145
2022
Q2 		$281K Buy
2,675
+471
+21% +$57.9K 0.03% 122
2022
Q1 		$308K Buy
2,204
+940
+74% +$155K 0.03% 132
2021
Q4 		$238K Buy
+1,264
New +$233K 0.02% 146
2018
Q4 		– Sell
-1,600
Closed -$234K – 173
2018
Q3 		$234K Sell
1,600
-150
-9% -$21.3K 0.03% 155
2018
Q2 		$232K Sell
1,750
-75
-4% -$10.8K 0.04% 151
2018
Q1 		$280K Sell
1,825
-625
-26% -$101K 0.04% 141
2017
Q4 		$416K Hold
2,450
– – 0.06% 122
2017
Q3 		$370K Buy
+2,450
New +$352K 0.06% 124

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

Eagle Ridge Investment Management's SWK Position: Q4 2024 in Review

Eagle Ridge Investment Management increased its Stanley Black & Decker (SWK) stake by 6.9% in Q4 2024, buying an estimated $27.6K and bringing the position to 4,604 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #110.

Eagle Ridge Investment Management first reported a position in SWK in Q3 2017 and has held it in 18 quarters since. The position peaked at $474K in Q3 2024. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

  • Eagle Ridge Investment Management held 4,604 shares of Stanley Black & Decker worth $370K as of Q4 2024.
  • Eagle Ridge Investment Management bought 298 Stanley Black & Decker shares in Q4 2024, an estimated $27.6K.
  • Stanley Black & Decker made up 0.03% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #110 holding.
  • Eagle Ridge Investment Management first reported a position in Stanley Black & Decker in Q3 2017 and has held it in 18 quarters since.
  • Eagle Ridge Investment Management's Stanley Black & Decker position peaked at $474K in Q3 2024.
  • 767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.