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Ferguson Wellman Capital Management’s Stanley Black & Decker SWK Stock Holding History

Ferguson Wellman Capital Management’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
-10,512
Closed -$1.16M – 357
2024
Q3 		$1.16M Hold
10,512
– – 0.02% 177
2024
Q2 		$840K Hold
10,512
– – 0.02% 189
2024
Q1 		$1.03M Hold
10,512
– – 0.02% 193
2023
Q4 		$1.03M Hold
10,512
– – 0.02% 190
2023
Q3 		$879K Hold
10,512
– – 0.02% 190
2023
Q2 		$985K Sell
10,512
-3
-0% -$248 0.02% 194
2023
Q1 		$847K Buy
10,515
+3
+0% +$253 0.02% 202
2022
Q4 		$790K Buy
10,512
+75
+0.7% +$5.85K 0.02% 203
2022
Q3 		$785K Hold
10,437
– – 0.03% 177
2022
Q2 		$1.09M Hold
10,437
– – 0.04% 161
2022
Q1 		$1.46M Sell
10,437
-75
-0.7% -$12.4K 0.05% 156
2021
Q4 		$1.98M Buy
10,512
+75
+0.7% +$13.8K 0.06% 137
2021
Q3 		$1.83M Hold
10,437
– – 0.06% 140
2021
Q2 		$2.14M Sell
10,437
-4
-0% -$829 0.07% 133
2021
Q1 		$2.08M Hold
10,441
– – 0.07% 127
2020
Q4 		$1.86M Sell
10,441
-93
-0.9% -$16.5K 0.05% 189
2020
Q3 		$1.71M Hold
10,534
– – 0.05% 176
2020
Q2 		$1.47M Buy
+10,534
New +$1.27M 0.04% 171
2019
Q4 		– Sell
-1,451
Closed -$210K – 360
2019
Q3 		$210K Hold
1,451
– – 0.01% 332
2019
Q2 		$210K Buy
+1,451
New +$204K 0.01% 322
2018
Q4 		– Sell
-1,451
Closed -$212K – 366
2018
Q3 		$212K Buy
+1,451
New +$206K 0.01% 320
2018
Q1 		– Sell
-1,181
Closed -$200K – 357
2017
Q4 		$200K Buy
+1,181
New +$193K 0.01% 345

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

Ferguson Wellman Capital Management's SWK Position: Q4 2024 in Review

Ferguson Wellman Capital Management sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 10,512 shares — an estimated $1.16M sold.

Ferguson Wellman Capital Management first reported a position in SWK in Q4 2017 and held it in 22 quarters. The position peaked at $2.14M in Q2 2021. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

  • Ferguson Wellman Capital Management reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 10,512 Stanley Black & Decker shares in Q4 2024, an estimated $1.16M.
  • Ferguson Wellman Capital Management first reported a position in Stanley Black & Decker in Q4 2017 and held it in 22 quarters.
  • Ferguson Wellman Capital Management's Stanley Black & Decker position peaked at $2.14M in Q2 2021.
  • 767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Ferguson Wellman Capital Management's 13F filing for Q4 2024, filed 29 Jan 2025.