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EVR Research’s Stanley Black & Decker SWK Stock Holding History

EVR Research’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
-75,000
Closed -$7.03M – 45
2023
Q2 		$7.03M Sell
75,000
-13,000
-15% -$1.08M 1.88% 20
2023
Q1 		$7.09M Buy
+88,000
New +$7.41M 1.77% 21

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

EVR Research's SWK Position: Q3 2023 in Review

EVR Research sold out of Stanley Black & Decker (SWK) in Q3 2023, closing a stake of 75,000 shares — an estimated $7.03M sold.

EVR Research first reported a position in SWK in Q1 2023 and held it in 2 quarters. The position peaked at $7.09M in Q1 2023. 741 funds tracked by Wall St. Rank hold SWK as of Q3 2023.

  • EVR Research reported no remaining Stanley Black & Decker position as of Q3 2023 after selling out during the quarter.
  • EVR Research sold 75,000 Stanley Black & Decker shares in Q3 2023, an estimated $7.03M.
  • EVR Research first reported a position in Stanley Black & Decker in Q1 2023 and held it in 2 quarters.
  • EVR Research's Stanley Black & Decker position peaked at $7.09M in Q1 2023.
  • 741 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2023.

Based on EVR Research's 13F filing for Q3 2023, filed 14 Nov 2023.