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Invictus Private Wealth’s Stanley Black & Decker SWK Stock Holding History

Invictus Private Wealth’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
-2,533
Closed -$279K – 83
2024
Q3 		$279K Sell
2,533
-146
-5% -$14K 0.02% 75
2024
Q2 		$214K Sell
2,679
-206
-7% -$18.1K 0.02% 81
2024
Q1 		$283K Sell
2,885
-135
-4% -$12.4K 0.03% 78
2023
Q4 		$296K Sell
3,020
-53
-2% -$4.67K 0.03% 79
2023
Q3 		$257K Sell
3,073
-5
-0.2% -$463 0.03% 81
2023
Q2 		$288K Hold
3,078
– – 0.03% 80
2023
Q1 		$248K Hold
3,078
– – 0.03% 81
2022
Q4 		$231K Buy
+3,078
New +$240K 0.03% 83

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invictus Private Wealth's SWK Position: Q4 2024 in Review

Invictus Private Wealth sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 2,533 shares — an estimated $279K sold.

Invictus Private Wealth first reported a position in SWK in Q4 2022 and held it in 8 quarters. The position peaked at $296K in Q4 2023. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

  • Invictus Private Wealth reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
  • Invictus Private Wealth sold 2,533 Stanley Black & Decker shares in Q4 2024, an estimated $279K.
  • Invictus Private Wealth first reported a position in Stanley Black & Decker in Q4 2022 and held it in 8 quarters.
  • Invictus Private Wealth's Stanley Black & Decker position peaked at $296K in Q4 2023.
  • 767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Invictus Private Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.