HA
SWK icon

Hamel Associates’s Stanley Black & Decker SWK Stock Holding History

Hamel Associates’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
Q1 		– Sell
-3,020
Closed -$296K – 74
2023
Q4 		$296K Sell
3,020
-19,600
-87% -$1.73M 0.1% 69
2023
Q3 		$1.89M Hold
22,620
– – 0.69% 44
2023
Q2 		$2.12M Buy
22,620
+1,185
+6% +$98.1K 0.74% 44
2023
Q1 		$1.73M Buy
21,435
+17,570
+455% +$1.48M 0.6% 50
2022
Q4 		$290K Buy
+3,865
New +$302K 0.1% 74

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hamel Associates's SWK Position: Q1 2024 in Review

Hamel Associates sold out of Stanley Black & Decker (SWK) in Q1 2024, closing a stake of 3,020 shares — an estimated $296K sold.

Hamel Associates first reported a position in SWK in Q4 2022 and held it in 5 quarters. The position peaked at $2.12M in Q2 2023. 784 funds tracked by Wall St. Rank hold SWK as of Q1 2024.

  • Hamel Associates reported no remaining Stanley Black & Decker position as of Q1 2024 after selling out during the quarter.
  • Hamel Associates sold 3,020 Stanley Black & Decker shares in Q1 2024, an estimated $296K.
  • Hamel Associates first reported a position in Stanley Black & Decker in Q4 2022 and held it in 5 quarters.
  • Hamel Associates's Stanley Black & Decker position peaked at $2.12M in Q2 2023.
  • 784 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2024.

Based on Hamel Associates's 13F filing for Q1 2024, filed 23 Apr 2024.