HeadInvest LLC’s Stanley Black & Decker SWK Stock Holding History

HeadInvest LLC’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
2023 Q4	–	Sell	-300	Closed	-$24.2K	–	636
2023 Q3	$24.2K	Buy	+300	New	+$27.8K	0.01%	438

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

HeadInvest LLC's SWK Position: Q4 2023 in Review

HeadInvest LLC sold out of Stanley Black & Decker (SWK) in Q4 2023, closing a stake of 300 shares — an estimated $24.2K sold.

HeadInvest LLC first reported a position in SWK in Q3 2023 and held it in 1 quarter. The position peaked at $24.2K in Q3 2023. 813 funds tracked by Wall St. Rank hold SWK as of Q4 2023.

HeadInvest LLC reported no remaining Stanley Black & Decker position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 300 Stanley Black & Decker shares in Q4 2023, an estimated $24.2K.
HeadInvest LLC first reported a position in Stanley Black & Decker in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Stanley Black & Decker position peaked at $24.2K in Q3 2023.
813 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.