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Gradient Investments’s Stanley Black & Decker SWK Stock Holding History

Gradient Investments’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
-33
Closed -$2.64K – 1161
2024
Q2 		$2.64K Buy
+33
New +$2.91K ﹤0.01% 944
2024
Q1 		– Sell
-434
Closed -$42.6K – 1772
2023
Q4 		$42.6K Hold
434
– – ﹤0.01% 575
2023
Q3 		$36.3K Hold
434
– – ﹤0.01% 570
2023
Q2 		$40.7K Hold
434
– – ﹤0.01% 545
2023
Q1 		$35K Sell
434
-8
-2% -$674 ﹤0.01% 559
2022
Q4 		$33.2K Buy
442
+38
+9% +$2.97K ﹤0.01% 585
2022
Q3 		$30K Sell
404
-40
-9% -$3.85K ﹤0.01% 585
2022
Q2 		$47K Buy
444
+44
+11% +$5.41K ﹤0.01% 488
2022
Q1 		$56K Hold
400
– – ﹤0.01% 457
2021
Q4 		$75K Hold
400
– – ﹤0.01% 407
2021
Q3 		$70K Sell
400
-20
-5% -$3.9K ﹤0.01% 427
2021
Q2 		$86K Buy
420
+20
+5% +$4.15K ﹤0.01% 388
2021
Q1 		$80K Hold
400
– – ﹤0.01% 398
2020
Q4 		$65K Hold
400
– – ﹤0.01% 365
2020
Q3 		$65K Hold
400
– – ﹤0.01% 367
2020
Q2 		$56K Hold
400
– – ﹤0.01% 372
2020
Q1 		$40K Hold
400
– – ﹤0.01% 387
2019
Q4 		$66K Hold
400
– – ﹤0.01% 352
2019
Q3 		$58K Sell
400
-7
-2% -$989 ﹤0.01% 361
2019
Q2 		$59K Sell
407
-27
-6% -$3.8K ﹤0.01% 361
2019
Q1 		$59K Sell
434
-68,536
-99% -$8.94M ﹤0.01% 321
2018
Q4 		$8.26M Buy
68,970
+68,557
+16,600% +$8.56M 0.5% 43
2018
Q3 		$60K Hold
413
– – ﹤0.01% 336
2018
Q2 		$55K Sell
413
-6
-1% -$863 ﹤0.01% 321
2018
Q1 		$64K Sell
419
-32
-7% -$5.19K ﹤0.01% 313
2017
Q4 		$77K Buy
+451
New +$73.8K ﹤0.01% 303
2017
Q3 		– Sell
-400
Closed -$56K – 647
2017
Q2 		$56K Buy
+400
New +$54.9K ﹤0.01% 300

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

Gradient Investments's SWK Position: Q3 2024 in Review

Gradient Investments sold out of Stanley Black & Decker (SWK) in Q3 2024, closing a stake of 33 shares — an estimated $2.64K sold.

Gradient Investments first reported a position in SWK in Q2 2017 and held it in 27 quarters. The position peaked at $8.26M in Q4 2018. 800 funds tracked by Wall St. Rank hold SWK as of Q3 2024.

  • Gradient Investments reported no remaining Stanley Black & Decker position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 33 Stanley Black & Decker shares in Q3 2024, an estimated $2.64K.
  • Gradient Investments first reported a position in Stanley Black & Decker in Q2 2017 and held it in 27 quarters.
  • Gradient Investments's Stanley Black & Decker position peaked at $8.26M in Q4 2018.
  • 800 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.