First Personal Financial Services’s Stanley Black & Decker SWK Stock Holding History

First Personal Financial Services’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 Q3	$111	Buy	+1	New	+$96	﹤0.01%	532
2020 Q3	–	Sell	-50	Closed	-$7K	–	301
2020 Q2	$7K	Buy	+50	New	+$6.03K	﹤0.01%	269
2020 Q1	–	Sell	-8	Closed	-$1K	–	499
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	487
2019 Q3	$1K	Hold	8	–	–	﹤0.01%	507
2019 Q2	$1K	Buy	+8	New	+$1.13K	﹤0.01%	757
2018 Q2	–	Sell	-77	Closed	-$12K	–	899
2018 Q1	$12K	Hold	77	–	–	﹤0.01%	747
2017 Q4	$13K	Hold	77	–	–	﹤0.01%	733
2017 Q3	$12K	Hold	77	–	–	﹤0.01%	677
2017 Q2	$11K	Hold	77	–	–	﹤0.01%	703
2017 Q1	$10K	Hold	77	–	–	﹤0.01%	715
2016 Q4	$9K	Hold	77	–	–	﹤0.01%	736
2016 Q3	$9K	Sell	77 -195	-72%	-$23.5K	﹤0.01%	617
2016 Q2	$30K	Buy	+272	New	+$30.2K	0.01%	356

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Personal Financial Services's SWK Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Stanley Black & Decker (SWK) in Q3 2024: 1 share worth $111. The stake represents ﹤0.01% of the portfolio and ranks #532 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in SWK as recently as Q2 2020.

First Personal Financial Services first reported a position in SWK in Q2 2016 and has held it in 13 quarters since. The position peaked at $30K in Q2 2016. 800 funds tracked by Wall St. Rank hold SWK as of Q3 2024.

First Personal Financial Services held 1 share of Stanley Black & Decker worth $111 as of Q3 2024.
Stanley Black & Decker was a new First Personal Financial Services position in Q3 2024.
Stanley Black & Decker made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #532 holding.
First Personal Financial Services first reported a position in Stanley Black & Decker in Q2 2016 and has held it in 13 quarters since.
First Personal Financial Services's Stanley Black & Decker position peaked at $30K in Q2 2016.
800 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.