ICA Group Wealth Management’s Stanley Black & Decker SWK Stock Holding History

ICA Group Wealth Management’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 Q2	$46.3K	Sell	579 -1,682	-74%	-$148K	0.03%	252
2024 Q1	$221K	Sell	2,261 -313	-12%	-$28.8K	0.04%	259
2023 Q4	$253K	Sell	2,574 -240	-9%	-$21.1K	0.06%	222
2023 Q3	$235K	Buy	2,814 +595	+27%	+$55.1K	0.07%	206
2023 Q2	$208K	Buy	2,219 +1,166	+111%	+$96.5K	0.05%	223
2023 Q1	$84.9K	Buy	1,053 +555	+111%	+$46.7K	0.02%	365
2022 Q4	$37.4K	Buy	+498	New	+$38.9K	0.01%	572

Other funds holding SWK

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

ICA Group Wealth Management's SWK Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Stanley Black & Decker (SWK) stake by 74% in Q2 2024, selling an estimated $148K and leaving 579 shares worth $46.3K. The position accounts for 0.03% of the portfolio, ranked #252.

ICA Group Wealth Management first reported a position in SWK in Q4 2022 and has held it in 7 quarters since. The position peaked at $253K in Q4 2023. 726 funds tracked by Wall St. Rank hold SWK as of Q2 2024.

ICA Group Wealth Management held 579 shares of Stanley Black & Decker worth $46.3K as of Q2 2024.
ICA Group Wealth Management sold 1,682 Stanley Black & Decker shares in Q2 2024, an estimated $148K.
Stanley Black & Decker made up 0.03% of ICA Group Wealth Management's portfolio in Q2 2024, its #252 holding.
ICA Group Wealth Management first reported a position in Stanley Black & Decker in Q4 2022 and has held it in 7 quarters since.
ICA Group Wealth Management's Stanley Black & Decker position peaked at $253K in Q4 2023.
726 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.