IP
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Ignite Planners’s Stanley Black & Decker SWK Stock Holding History

Ignite Planners’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
-4,306
Closed -$334K – 330
2023
Q3 		$334K Sell
4,306
-300
-7% -$27.8K 0.1% 215
2023
Q2 		$415K Hold
4,606
– – 0.16% 139
2023
Q1 		$357K Sell
4,606
-88
-2% -$7.41K 0.15% 166
2022
Q4 		$404K Sell
4,694
-240
-5% -$18.7K 0.17% 160
2022
Q3 		$390K Sell
4,934
-500
-9% -$48.1K 0.31% 102
2022
Q2 		$608K Sell
5,434
-1,202
-18% -$148K 0.5% 58
2022
Q1 		$939K Sell
6,636
-50
-0.7% -$8.26K 0.63% 41
2021
Q4 		$1.27M Buy
+6,686
New +$1.23M 0.82% 32

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Ignite Planners's SWK Position: Q4 2023 in Review

Ignite Planners sold out of Stanley Black & Decker (SWK) in Q4 2023, closing a stake of 4,306 shares — an estimated $334K sold.

Ignite Planners first reported a position in SWK in Q4 2021 and held it in 8 quarters. The position peaked at $1.27M in Q4 2021. 813 funds tracked by Wall St. Rank hold SWK as of Q4 2023.

  • Ignite Planners reported no remaining Stanley Black & Decker position as of Q4 2023 after selling out during the quarter.
  • Ignite Planners sold 4,306 Stanley Black & Decker shares in Q4 2023, an estimated $334K.
  • Ignite Planners first reported a position in Stanley Black & Decker in Q4 2021 and held it in 8 quarters.
  • Ignite Planners's Stanley Black & Decker position peaked at $1.27M in Q4 2021.
  • 813 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2023.

Based on Ignite Planners's 13F filing for Q4 2023, filed 9 Jan 2024.