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Evergreen Wealth Solutions’s Stanley Black & Decker SWK Stock Holding History

Evergreen Wealth Solutions’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
-5,736
Closed -$632K – 116
2024
Q3 		$632K Sell
5,736
-2,987
-34% -$287K 0.43% 44
2024
Q2 		$697K Sell
8,723
-477
-5% -$42K 0.49% 41
2024
Q1 		$901K Sell
9,200
-1,150
-11% -$106K 0.67% 34
2023
Q4 		$1.02M Sell
10,350
-281
-3% -$24.7K 0.87% 29
2023
Q3 		$889K Sell
10,631
-640
-6% -$59.3K 0.9% 33
2023
Q2 		$1.06M Buy
11,271
+1,010
+10% +$83.6K 1.07% 30
2023
Q1 		$827K Buy
10,261
+648
+7% +$54.6K 0.96% 35
2022
Q4 		$722K Buy
9,613
+2,188
+29% +$171K 0.95% 34
2022
Q3 		$558K Buy
7,425
+2,127
+40% +$205K 0.79% 39
2022
Q2 		$555K Buy
5,298
+191
+4% +$23.5K 0.68% 47
2022
Q1 		$714K Buy
5,107
+68
+1% +$11.2K 0.69% 35
2021
Q4 		$950K Buy
+5,039
New +$930K 0.86% 33

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evergreen Wealth Solutions's SWK Position: Q4 2024 in Review

Evergreen Wealth Solutions sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 5,736 shares — an estimated $632K sold.

Evergreen Wealth Solutions first reported a position in SWK in Q4 2021 and held it in 12 quarters. The position peaked at $1.06M in Q2 2023. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

  • Evergreen Wealth Solutions reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 5,736 Stanley Black & Decker shares in Q4 2024, an estimated $632K.
  • Evergreen Wealth Solutions first reported a position in Stanley Black & Decker in Q4 2021 and held it in 12 quarters.
  • Evergreen Wealth Solutions's Stanley Black & Decker position peaked at $1.06M in Q2 2023.
  • 767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

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