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SWK icon

Insight Folios’s Stanley Black & Decker SWK Stock Holding History

Insight Folios’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 		$371K Buy
3,373
+75
+2% +$7.2K 0.13% 81
2024
Q2 		$263K Buy
3,298
+191
+6% +$16.8K 0.11% 109
2024
Q1 		$304K Buy
3,107
+50
+2% +$4.61K 0.12% 95
2023
Q4 		$300K Buy
3,057
+51
+2% +$4.49K 0.13% 88
2023
Q3 		$251K Sell
3,006
-123
-4% -$11.4K 0.12% 96
2023
Q2 		$293K Buy
3,129
+158
+5% +$13.1K 0.12% 92
2023
Q1 		$239K Buy
2,971
+306
+11% +$25.8K 0.11% 100
2022
Q4 		$200K Buy
+2,665
New +$208K 0.09% 105
2022
Q3 		– Sell
-1,926
Closed -$202K – 109
2022
Q2 		$202K Buy
1,926
+83
+5% +$10.2K 0.1% 106
2022
Q1 		$258K Buy
1,843
+259
+16% +$42.8K 0.11% 112
2021
Q4 		$299K Buy
1,584
+73
+5% +$13.5K 0.14% 109
2021
Q3 		$265K Buy
1,511
+126
+9% +$24.6K 0.15% 91
2021
Q2 		$284K Buy
+1,385
New +$287K 0.17% 47

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

Insight Folios's SWK Position: Q3 2024 in Review

Insight Folios increased its Stanley Black & Decker (SWK) stake by 2.3% in Q3 2024, buying an estimated $7.2K and bringing the position to 3,373 shares worth $371K. The position accounts for 0.13% of the portfolio, ranked #81.

Insight Folios first reported a position in SWK in Q2 2021 and has held it in 13 quarters since. 800 funds tracked by Wall St. Rank hold SWK as of Q3 2024.

  • Insight Folios held 3,373 shares of Stanley Black & Decker worth $371K as of Q3 2024.
  • Insight Folios bought 75 Stanley Black & Decker shares in Q3 2024, an estimated $7.2K.
  • Stanley Black & Decker made up 0.13% of Insight Folios's portfolio in Q3 2024, its #81 holding.
  • Insight Folios first reported a position in Stanley Black & Decker in Q2 2021 and has held it in 13 quarters since.
  • 800 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.