Epoch Investment Partners’s Stanley Black & Decker SWK Stock Holding History

Epoch Investment Partners’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	-8,531	Closed	-$940K	–	373
2024 Q3	$940K	Sell	8,531 -5	-0.1%	-$480	﹤0.01%	305
2024 Q2	$682K	Sell	8,536 -390	-4%	-$34.3K	﹤0.01%	330
2024 Q1	$874K	Hold	8,926	–	–	﹤0.01%	340
2023 Q4	$876K	Sell	8,926 -900	-9%	-$79.2K	﹤0.01%	346
2023 Q3	$821K	Sell	9,826 -18	-0.2%	-$1.67K	0.01%	356
2023 Q2	$922K	Sell	9,844 -5	-0.1%	-$414	0.01%	370
2023 Q1	$794K	Sell	9,849 -4	-0%	-$337	﹤0.01%	371
2022 Q4	$740K	Hold	9,853	–	–	﹤0.01%	362
2022 Q3	$741K	Sell	9,853 -1,269	-11%	-$122K	﹤0.01%	363
2022 Q2	$1.17M	Buy	11,122 +2,100	+23%	+$258K	0.01%	353
2022 Q1	$1.26M	Buy	+9,022	New	+$1.49M	0.01%	356

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

Epoch Investment Partners's SWK Position: Q4 2024 in Review

Epoch Investment Partners sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 8,531 shares — an estimated $940K sold.

Epoch Investment Partners first reported a position in SWK in Q1 2022 and held it in 11 quarters. The position peaked at $1.26M in Q1 2022. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

Epoch Investment Partners reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
Epoch Investment Partners sold 8,531 Stanley Black & Decker shares in Q4 2024, an estimated $940K.
Epoch Investment Partners first reported a position in Stanley Black & Decker in Q1 2022 and held it in 11 quarters.
Epoch Investment Partners's Stanley Black & Decker position peaked at $1.26M in Q1 2022.
767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Epoch Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.