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Householder Group Estate & Retirement Specialist’s Stanley Black & Decker SWK Stock Holding History

Householder Group Estate & Retirement Specialist’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
-20
Closed -$1K – 1319
2024
Q2 		$1K Buy
+20
New +$1.76K ﹤0.01% 1158

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

Householder Group Estate & Retirement Specialist's SWK Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Stanley Black & Decker (SWK) in Q3 2024, closing a stake of 20 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in SWK in Q2 2024 and held it in 1 quarter. The position peaked at $1K in Q2 2024. 801 funds tracked by Wall St. Rank hold SWK as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Stanley Black & Decker position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 20 Stanley Black & Decker shares in Q3 2024, an estimated $1K.
  • Householder Group Estate & Retirement Specialist first reported a position in Stanley Black & Decker in Q2 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Stanley Black & Decker position peaked at $1K in Q2 2024.
  • 801 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.