Freedom Investment Management’s Stanley Black & Decker SWK Stock Holding History

Freedom Investment 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 Q2	–	Sell	-10,694	Closed	-$1.05M	–	866
2024 Q1	$1.05M	Sell	10,694 -1,562	-13%	-$144K	0.08%	232
2023 Q4	$1.2M	Sell	12,256 -2,108	-15%	-$186K	0.1%	192
2023 Q3	$1.2M	Sell	14,364 -2,649	-16%	-$245K	0.15%	166
2023 Q2	$1.59M	Sell	17,013 -1,244	-7%	-$103K	0.18%	132
2023 Q1	$1.47M	Buy	+18,257	New	+$1.54M	0.17%	165
2018 Q2	–	Sell	-1,934	Closed	-$296K	–	1123
2018 Q1	$296K	Buy	+1,934	New	+$314K	0.02%	883

Other funds holding SWK

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Freedom Investment Management's SWK Position: Q2 2024 in Review

Freedom Investment Management sold out of Stanley Black & Decker (SWK) in Q2 2024, closing a stake of 10,694 shares — an estimated $1.05M sold.

Freedom Investment Management first reported a position in SWK in Q1 2018 and held it in 6 quarters. The position peaked at $1.59M in Q2 2023. 726 funds tracked by Wall St. Rank hold SWK as of Q2 2024.

Freedom Investment Management reported no remaining Stanley Black & Decker position as of Q2 2024 after selling out during the quarter.
Freedom Investment Management sold 10,694 Stanley Black & Decker shares in Q2 2024, an estimated $1.05M.
Freedom Investment Management first reported a position in Stanley Black & Decker in Q1 2018 and held it in 6 quarters.
Freedom Investment Management's Stanley Black & Decker position peaked at $1.59M in Q2 2023.
726 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.