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First United Bank & Trust’s Stanley Black & Decker SWK Stock Holding History

First United Bank & Trust’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 		– Sell
-125
Closed -$9.99K – 402
2024
Q2 		$9.99K Hold
125
– – ﹤0.01% 325
2024
Q1 		$12.2K Sell
125
-125
-50% -$11.5K ﹤0.01% 337
2023
Q4 		$24.5K Buy
+250
New +$22K 0.01% 290

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First United Bank & Trust's SWK Position: Q3 2024 in Review

First United Bank & Trust sold out of Stanley Black & Decker (SWK) in Q3 2024, closing a stake of 125 shares — an estimated $9.99K sold.

First United Bank & Trust first reported a position in SWK in Q4 2023 and held it in 3 quarters. The position peaked at $24.5K in Q4 2023. 800 funds tracked by Wall St. Rank hold SWK as of Q3 2024.

  • First United Bank & Trust reported no remaining Stanley Black & Decker position as of Q3 2024 after selling out during the quarter.
  • First United Bank & Trust sold 125 Stanley Black & Decker shares in Q3 2024, an estimated $9.99K.
  • First United Bank & Trust first reported a position in Stanley Black & Decker in Q4 2023 and held it in 3 quarters.
  • First United Bank & Trust's Stanley Black & Decker position peaked at $24.5K in Q4 2023.
  • 800 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2024.

Based on First United Bank & Trust's 13F filing for Q3 2024, filed 15 Oct 2024.