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Essex Savings Bank’s Stanley Black & Decker SWK Stock Holding History

Essex Savings Bank’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
Q2 		– Sell
-2,740
Closed -$269K – 279
2024
Q1 		$269K Hold
2,740
– – 0.08% 209
2023
Q4 		$269K Buy
+2,740
New +$241K 0.08% 208
2023
Q3 		– Sell
-2,385
Closed -$223K – 239
2023
Q2 		$223K Buy
+2,385
New +$197K 0.07% 211
2022
Q3 		– Sell
-2,420
Closed -$253K – 222
2022
Q2 		$253K Sell
2,420
-81
-3% -$9.96K 0.1% 173
2022
Q1 		$350K Sell
2,501
-67
-3% -$11.1K 0.12% 152
2021
Q4 		$484K Sell
2,568
-54
-2% -$9.97K 0.16% 128
2021
Q3 		$507K Sell
2,622
-3
-0.1% -$585 0.18% 120
2021
Q2 		$569K Sell
2,625
-5
-0.2% -$1.04K 0.22% 107
2021
Q1 		$459K Sell
2,630
-52
-2% -$9.43K 0.2% 113
2020
Q4 		$479K Buy
2,682
+23
+0.9% +$4.08K 0.21% 109
2020
Q3 		$431K Buy
2,659
+95
+4% +$14.8K 0.21% 109
2020
Q2 		$358K Buy
2,564
+79
+3% +$9.53K 0.21% 108
2020
Q1 		$249K Hold
2,485
– – 0.18% 125
2019
Q4 		$412K Sell
2,485
-29
-1% -$4.49K 0.21% 112
2019
Q3 		$363K Sell
2,514
-1,010
-29% -$143K 0.19% 114
2019
Q2 		$509K Buy
3,524
+2,014
+133% +$284K 0.18% 118
2019
Q1 		$206K Sell
1,510
-34
-2% -$4.43K 0.12% 141
2018
Q4 		$185K Buy
+1,544
New +$193K 0.12% 141

Other funds holding SWK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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

Essex Savings Bank's SWK Position: Q2 2024 in Review

Essex Savings Bank sold out of Stanley Black & Decker (SWK) in Q2 2024, closing a stake of 2,740 shares — an estimated $269K sold.

Essex Savings Bank first reported a position in SWK in Q4 2018 and held it in 18 quarters. The position peaked at $569K in Q2 2021. 727 funds tracked by Wall St. Rank hold SWK as of Q2 2024.

  • Essex Savings Bank reported no remaining Stanley Black & Decker position as of Q2 2024 after selling out during the quarter.
  • Essex Savings Bank sold 2,740 Stanley Black & Decker shares in Q2 2024, an estimated $269K.
  • Essex Savings Bank first reported a position in Stanley Black & Decker in Q4 2018 and held it in 18 quarters.
  • Essex Savings Bank's Stanley Black & Decker position peaked at $569K in Q2 2021.
  • 727 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2024.

Based on Essex Savings Bank's 13F filing for Q2 2024, filed 23 Jul 2024.