Heritage Financial Services’s Stanley Black & Decker SWK Stock Holding History

Heritage Financial Services’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	-2,294	Closed	-$253K	–	124
2024 Q3	$253K	Buy	+2,294	New	+$220K	0.03%	92
2024 Q2	–	Sell	-2,298	Closed	-$225K	–	107
2024 Q1	$225K	Buy	2,298 +4	+0.2%	+$369	0.03%	95
2023 Q4	$225K	Buy	+2,294	New	+$202K	0.04%	91
2023 Q3	–	Sell	-2,317	Closed	-$217K	–	83
2023 Q2	$217K	Buy	+2,317	New	+$192K	0.04%	76
2022 Q3	–	Sell	-2,317	Closed	-$242K	–	417
2022 Q2	$242K	Hold	2,317	–	–	0.13%	55
2022 Q1	$323K	Hold	2,317	–	–	0.21%	58
2021 Q4	$437K	Buy	+2,317	New	+$428K	0.34%	39

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Financial Services's SWK Position: Q4 2024 in Review

Heritage Financial Services sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 2,294 shares — an estimated $253K sold.

Heritage Financial Services first reported a position in SWK in Q4 2021 and held it in 7 quarters. The position peaked at $437K in Q4 2021. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

Heritage Financial Services reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
Heritage Financial Services sold 2,294 Stanley Black & Decker shares in Q4 2024, an estimated $253K.
Heritage Financial Services first reported a position in Stanley Black & Decker in Q4 2021 and held it in 7 quarters.
Heritage Financial Services's Stanley Black & Decker position peaked at $437K in Q4 2021.
767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Heritage Financial Services's 13F filing for Q4 2024, filed 23 Jan 2025.