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Intellectus Partners’s Stanley Black & Decker SWK Stock Holding History

Intellectus Partners’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
Q4 		– Sell
-1,950
Closed -$215K – 290
2024
Q3 		$215K Buy
+1,950
New +$187K 0.05% 250
2022
Q1 		– Sell
-1,400
Closed -$264K – 267
2021
Q4 		$264K Sell
1,400
-375
-21% -$69.2K 0.07% 232
2021
Q3 		$311K Sell
1,775
-50
-3% -$9.75K 0.08% 222
2021
Q2 		$374K Hold
1,825
– – 0.08% 214
2021
Q1 		$364K Buy
1,825
+475
+35% +$86.1K 0.1% 201
2020
Q4 		$241K Buy
+1,350
New +$239K 0.07% 212

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Intellectus Partners's SWK Position: Q4 2024 in Review

Intellectus Partners sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 1,950 shares — an estimated $215K sold.

Intellectus Partners first reported a position in SWK in Q4 2020 and held it in 6 quarters. The position peaked at $374K in Q2 2021. 768 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

  • Intellectus Partners reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
  • Intellectus Partners sold 1,950 Stanley Black & Decker shares in Q4 2024, an estimated $215K.
  • Intellectus Partners first reported a position in Stanley Black & Decker in Q4 2020 and held it in 6 quarters.
  • Intellectus Partners's Stanley Black & Decker position peaked at $374K in Q2 2021.
  • 768 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Intellectus Partners's 13F filing for Q4 2024, filed 7 Feb 2025.