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Fort Sheridan Advisors’s Stanley Black & Decker SWK Stock Holding History

Fort Sheridan Advisors’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
-2,375
Closed -$262K – 258
2024
Q3 		$262K Buy
+2,375
New +$228K 0.04% 211
2024
Q2 		– Sell
-2,125
Closed -$208K – 241
2024
Q1 		$208K Buy
+2,125
New +$196K 0.04% 192

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

Fort Sheridan Advisors's SWK Position: Q4 2024 in Review

Fort Sheridan Advisors sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 2,375 shares — an estimated $262K sold.

Fort Sheridan Advisors first reported a position in SWK in Q1 2024 and held it in 2 quarters. The position peaked at $262K in Q3 2024. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

  • Fort Sheridan Advisors reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
  • Fort Sheridan Advisors sold 2,375 Stanley Black & Decker shares in Q4 2024, an estimated $262K.
  • Fort Sheridan Advisors first reported a position in Stanley Black & Decker in Q1 2024 and held it in 2 quarters.
  • Fort Sheridan Advisors's Stanley Black & Decker position peaked at $262K in Q3 2024.
  • 767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Fort Sheridan Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.