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

Jamison Private Wealth 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 		– Sell
-112
Closed -$11K – 528
2024
Q1 		$11K Buy
112
+1
+0.9% +$92 ﹤0.01% 326
2023
Q4 		$10.9K Buy
111
+1
+0.9% +$88 ﹤0.01% 299
2023
Q3 		$9.21K Buy
+110
New +$10.2K ﹤0.01% 300

Other funds holding SWK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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

Jamison Private Wealth Management's SWK Position: Q2 2024 in Review

Jamison Private Wealth Management sold out of Stanley Black & Decker (SWK) in Q2 2024, closing a stake of 112 shares — an estimated $11K sold.

Jamison Private Wealth Management first reported a position in SWK in Q3 2023 and held it in 3 quarters. The position peaked at $11K in Q1 2024. 726 funds tracked by Wall St. Rank hold SWK as of Q2 2024.

  • Jamison Private Wealth Management reported no remaining Stanley Black & Decker position as of Q2 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 112 Stanley Black & Decker shares in Q2 2024, an estimated $11K.
  • Jamison Private Wealth Management first reported a position in Stanley Black & Decker in Q3 2023 and held it in 3 quarters.
  • Jamison Private Wealth Management's Stanley Black & Decker position peaked at $11K in Q1 2024.
  • 726 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2024.

Based on Jamison Private Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.