EP Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History

EP Wealth Advisors’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	-1,847	Closed	-$203K	–	1317
2024 Q3	$203K	Buy	+1,847	New	+$177K	﹤0.01%	1040
2021 Q3	–	Sell	-2,300	Closed	-$471K	–	559
2021 Q2	$471K	Sell	2,300 -123	-5%	-$25.5K	0.01%	348
2021 Q1	$484K	Sell	2,423 -57	-2%	-$10.3K	0.02%	329
2020 Q4	$443K	Sell	2,480 -112	-4%	-$19.9K	0.02%	288
2020 Q3	$420K	Sell	2,592 -100,337	-97%	-$15.6M	0.02%	250
2020 Q2	$14.3M	Buy	102,929 +8,815	+9%	+$1.06M	0.61%	36
2020 Q1	$9.41M	Sell	94,114 -24,258	-20%	-$3.47M	0.46%	43
2019 Q4	$19.6M	Buy	118,372 +3,211	+3%	+$497K	0.81%	31
2019 Q3	$16.6M	Buy	115,161 +4,683	+4%	+$662K	0.82%	30
2019 Q2	$16M	Buy	110,478 +2,245	+2%	+$316K	1%	28
2019 Q1	$14.7M	Buy	+108,233	New	+$14.1M	1.42%	27

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

EP Wealth Advisors's SWK Position: Q4 2024 in Review

EP Wealth Advisors sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 1,847 shares — an estimated $203K sold.

EP Wealth Advisors first reported a position in SWK in Q1 2019 and held it in 11 quarters. The position peaked at $19.6M in Q4 2019. 768 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

EP Wealth Advisors reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
EP Wealth Advisors sold 1,847 Stanley Black & Decker shares in Q4 2024, an estimated $203K.
EP Wealth Advisors first reported a position in Stanley Black & Decker in Q1 2019 and held it in 11 quarters.
EP Wealth Advisors's Stanley Black & Decker position peaked at $19.6M in Q4 2019.
768 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.