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EMG Holdings’s Stanley Black & Decker SWK Stock Holding History

EMG Holdings’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
Q1 		– Sell
-7,220
Closed -$708K – 56
2023
Q4 		$708K Sell
7,220
-66,476
-90% -$5.85M 0.12% 45
2023
Q3 		$6.16M Buy
+73,696
New +$6.83M 1.34% 15

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 $999B AUM 46.22% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

EMG Holdings's SWK Position: Q1 2024 in Review

EMG Holdings sold out of Stanley Black & Decker (SWK) in Q1 2024, closing a stake of 7,220 shares — an estimated $708K sold.

EMG Holdings first reported a position in SWK in Q3 2023 and held it in 2 quarters. The position peaked at $6.16M in Q3 2023. 784 funds tracked by Wall St. Rank hold SWK as of Q1 2024.

  • EMG Holdings reported no remaining Stanley Black & Decker position as of Q1 2024 after selling out during the quarter.
  • EMG Holdings sold 7,220 Stanley Black & Decker shares in Q1 2024, an estimated $708K.
  • EMG Holdings first reported a position in Stanley Black & Decker in Q3 2023 and held it in 2 quarters.
  • EMG Holdings's Stanley Black & Decker position peaked at $6.16M in Q3 2023.
  • 784 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2024.

Based on EMG Holdings's 13F filing for Q1 2024, filed 15 May 2024.