Evoke Wealth’s Stanley Black & Decker SWK Stock Holding History

Evoke Wealth’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 Q3	–	Sell	-2,195	Closed	-$206K	–	402
2023 Q2	$206K	Buy	+2,195	New	+$182K	0.01%	336
2023 Q1	–	Sell	-3,884	Closed	-$292K	–	375
2022 Q4	$292K	Sell	3,884 -77	-2%	-$6.01K	0.01%	286
2022 Q3	$298K	Buy	3,961 +49	+1%	+$4.71K	0.01%	263
2022 Q2	$410K	Sell	3,912 -58	-1%	-$7.13K	0.02%	241
2022 Q1	$555K	Buy	3,970 +9	+0.2%	+$1.49K	0.02%	224
2021 Q4	$747K	Buy	3,961 +1,700	+75%	+$314K	0.02%	205
2021 Q3	$396K	Buy	2,261 +30	+1%	+$5.85K	0.01%	254
2021 Q2	$457K	Hold	2,231	–	–	0.02%	248
2021 Q1	$445K	Hold	2,231	–	–	0.02%	229
2020 Q4	$398K	Buy	2,231 +34	+2%	+$6.03K	0.03%	171
2020 Q3	$356K	Hold	2,197	–	–	0.03%	159
2020 Q2	$306K	Buy	2,197 +2	+0.1%	+$241	0.03%	150
2020 Q1	$220K	Sell	2,195 -47	-2%	-$6.71K	0.03%	171
2019 Q4	$372K	Hold	2,242	–	–	0.05%	147
2019 Q3	$324K	Buy	+2,242	New	+$317K	0.04%	190

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Evoke Wealth's SWK Position: Q3 2023 in Review

Evoke Wealth sold out of Stanley Black & Decker (SWK) in Q3 2023, closing a stake of 2,195 shares — an estimated $206K sold.

Evoke Wealth first reported a position in SWK in Q3 2019 and held it in 15 quarters. The position peaked at $747K in Q4 2021. 741 funds tracked by Wall St. Rank hold SWK as of Q3 2023.

Evoke Wealth reported no remaining Stanley Black & Decker position as of Q3 2023 after selling out during the quarter.
Evoke Wealth sold 2,195 Stanley Black & Decker shares in Q3 2023, an estimated $206K.
Evoke Wealth first reported a position in Stanley Black & Decker in Q3 2019 and held it in 15 quarters.
Evoke Wealth's Stanley Black & Decker position peaked at $747K in Q4 2021.
741 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2023.

Based on Evoke Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.