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Empirical Asset Management’s Stanley Black & Decker SWK Stock Holding History

Empirical Asset 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
Q3 		– Sell
-3,001
Closed -$240K – 356
2024
Q2 		$240K Buy
+3,001
New +$264K 0.09% 290

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Empirical Asset Management's SWK Position: Q3 2024 in Review

Empirical Asset Management sold out of Stanley Black & Decker (SWK) in Q3 2024, closing a stake of 3,001 shares — an estimated $240K sold.

Empirical Asset Management first reported a position in SWK in Q2 2024 and held it in 1 quarter. The position peaked at $240K in Q2 2024. 800 funds tracked by Wall St. Rank hold SWK as of Q3 2024.

  • Empirical Asset Management reported no remaining Stanley Black & Decker position as of Q3 2024 after selling out during the quarter.
  • Empirical Asset Management sold 3,001 Stanley Black & Decker shares in Q3 2024, an estimated $240K.
  • Empirical Asset Management first reported a position in Stanley Black & Decker in Q2 2024 and held it in 1 quarter.
  • Empirical Asset Management's Stanley Black & Decker position peaked at $240K in Q2 2024.
  • 800 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2024.

Based on Empirical Asset Management's 13F filing for Q3 2024, filed 11 Oct 2024.