Empire Financial Management Company’s Stanley Black & Decker SWK Stock Holding History

Empire Financial Management Company’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	–	Sell	-5,301	Closed	-$584K	–	214
2024 Q3	$584K	Sell	5,301 -97	-2%	-$9.31K	0.18%	137
2024 Q2	$431K	Buy	5,398 +73	+1%	+$6.43K	0.14%	150
2024 Q1	$521K	Sell	5,325 -123	-2%	-$11.3K	0.17%	138
2023 Q4	$534K	Sell	5,448 -1,711	-24%	-$151K	0.21%	123
2023 Q3	$598K	Sell	7,159 -2,693	-27%	-$249K	0.26%	98
2023 Q2	$923K	Sell	9,852 -887	-8%	-$73.4K	0.37%	76
2023 Q1	$865K	Buy	+10,739	New	+$904K	0.35%	80

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

Empire Financial Management Company's SWK Position: Q4 2024 in Review

Empire Financial Management Company sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 5,301 shares — an estimated $584K sold.

Empire Financial Management Company first reported a position in SWK in Q1 2023 and held it in 7 quarters. The position peaked at $923K in Q2 2023. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

Empire Financial Management Company reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
Empire Financial Management Company sold 5,301 Stanley Black & Decker shares in Q4 2024, an estimated $584K.
Empire Financial Management Company first reported a position in Stanley Black & Decker in Q1 2023 and held it in 7 quarters.
Empire Financial Management Company's Stanley Black & Decker position peaked at $923K in Q2 2023.
767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Empire Financial Management Company's 13F filing for Q4 2024, filed 14 Feb 2025.