Institutional & Family Asset Management’s Stanley Black & Decker SWK Stock Holding History

Institutional & Family Asset 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	$3.44K	Buy	+43	New	+$3.79K	﹤0.01%	538
2022 Q3	–	Sell	-45	Closed	-$5K	–	771
2022 Q2	$5K	Hold	45	–	–	﹤0.01%	503
2022 Q1	$6K	Hold	45	–	–	﹤0.01%	532
2021 Q4	$8K	Hold	45	–	–	﹤0.01%	487
2021 Q3	$8K	Sell	45 -1	-2%	-$195	﹤0.01%	596
2021 Q2	$9K	Hold	46	–	–	﹤0.01%	619
2021 Q1	$9K	Hold	46	–	–	﹤0.01%	592
2020 Q4	$8K	Sell	46 -3	-6%	-$532	﹤0.01%	582
2020 Q3	$8K	Hold	49	–	–	﹤0.01%	527
2020 Q2	$7K	Sell	49 -4	-8%	-$483	﹤0.01%	540
2020 Q1	$5K	Sell	53 -12	-18%	-$1.71K	﹤0.01%	540
2019 Q4	$11K	Hold	65	–	–	﹤0.01%	499
2019 Q3	$9K	Buy	65 +12	+23%	+$1.7K	﹤0.01%	495
2019 Q2	$8K	Hold	53	–	–	﹤0.01%	535
2019 Q1	$7K	Hold	53	–	–	﹤0.01%	564
2018 Q4	$6K	Hold	53	–	–	﹤0.01%	572
2018 Q3	$8K	Hold	53	–	–	﹤0.01%	566
2018 Q2	$7K	Sell	53 -15	-22%	-$2.16K	﹤0.01%	580
2018 Q1	$10K	Buy	+68	New	+$11K	﹤0.01%	512

Other funds holding SWK

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Institutional & Family Asset Management's SWK Position: Q2 2024 in Review

Institutional & Family Asset Management opened a new position in Stanley Black & Decker (SWK) in Q2 2024: 43 shares worth $3.44K. The stake represents ﹤0.01% of the portfolio and ranks #538 among its holdings. This is a return to the name: Institutional & Family Asset Management previously reported a position in SWK as recently as Q2 2022.

Institutional & Family Asset Management first reported a position in SWK in Q1 2018 and has held it in 19 quarters since. The position peaked at $11K in Q4 2019. 727 funds tracked by Wall St. Rank hold SWK as of Q2 2024.

Institutional & Family Asset Management held 43 shares of Stanley Black & Decker worth $3.44K as of Q2 2024.
Stanley Black & Decker was a new Institutional & Family Asset Management position in Q2 2024.
Stanley Black & Decker made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #538 holding.
Institutional & Family Asset Management first reported a position in Stanley Black & Decker in Q1 2018 and has held it in 19 quarters since.
Institutional & Family Asset Management's Stanley Black & Decker position peaked at $11K in Q4 2019.
727 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.