First Trust Direct Indexing’s Stanley Black & Decker SWK Stock Holding History

First Trust Direct Indexing’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	-3,334	Closed	-$367K	–	809
2024 Q3	$367K	Buy	+3,334	New	+$320K	0.02%	654
2024 Q1	–	Sell	-2,065	Closed	-$203K	–	851
2023 Q4	$203K	Buy	+2,065	New	+$182K	0.02%	711
2022 Q4	–	Sell	-3,373	Closed	-$254K	–	705
2022 Q3	$254K	Buy	3,373 +56	+2%	+$5.39K	0.04%	511
2022 Q2	$348K	Sell	3,317 -442	-12%	-$54.4K	0.05%	430
2022 Q1	$526K	Buy	3,759 +494	+15%	+$81.6K	0.06%	363
2021 Q4	$616K	Sell	3,265 -16	-0.5%	-$2.95K	0.08%	301
2021 Q3	$575K	Sell	3,281 -108	-3%	-$21.1K	0.08%	305
2021 Q2	$695K	Buy	3,389 +1,075	+46%	+$223K	0.1%	257
2021 Q1	$462K	Buy	2,314 +177	+8%	+$32.1K	0.12%	226
2020 Q4	$382K	Buy	+2,137	New	+$379K	0.1%	244

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

First Trust Direct Indexing's SWK Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 3,334 shares — an estimated $367K sold.

First Trust Direct Indexing first reported a position in SWK in Q4 2020 and held it in 10 quarters. The position peaked at $695K in Q2 2021. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

First Trust Direct Indexing reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 3,334 Stanley Black & Decker shares in Q4 2024, an estimated $367K.
First Trust Direct Indexing first reported a position in Stanley Black & Decker in Q4 2020 and held it in 10 quarters.
First Trust Direct Indexing's Stanley Black & Decker position peaked at $695K in Q2 2021.
767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.