ECM
SWK icon

Engine Capital Management’s Stanley Black & Decker SWK Stock Holding History

Engine Capital 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
2023
Q4 		– Sell
-300
Closed -$25.1K – 39
2023
Q3 		$25.1K Sell
300
-605
-67% -$56.1K 0.01% 37
2023
Q2 		$85K Sell
905
-296,291
-100% -$24.5M 0.02% 32
2023
Q1 		$23.9M Buy
+297,196
New +$25M 7.06% 8

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Engine Capital Management's SWK Position: Q4 2023 in Review

Engine Capital Management sold out of Stanley Black & Decker (SWK) in Q4 2023, closing a stake of 300 shares — an estimated $25.1K sold.

Engine Capital Management first reported a position in SWK in Q1 2023 and held it in 3 quarters. The position peaked at $23.9M in Q1 2023. 813 funds tracked by Wall St. Rank hold SWK as of Q4 2023.

  • Engine Capital Management reported no remaining Stanley Black & Decker position as of Q4 2023 after selling out during the quarter.
  • Engine Capital Management sold 300 Stanley Black & Decker shares in Q4 2023, an estimated $25.1K.
  • Engine Capital Management first reported a position in Stanley Black & Decker in Q1 2023 and held it in 3 quarters.
  • Engine Capital Management's Stanley Black & Decker position peaked at $23.9M in Q1 2023.
  • 813 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2023.

Based on Engine Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.