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Johnson Investment Counsel’s Stanley Black & Decker SWK Stock Holding History

Johnson Investment Counsel’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
-2,299
Closed -$253K – 847
2024
Q3 		$253K Buy
+2,299
New +$221K ﹤0.01% 690
2022
Q1 		– Sell
-2,602
Closed -$491K – 698
2021
Q4 		$491K Sell
2,602
-13
-0.5% -$2.4K 0.01% 474
2021
Q3 		$458K Buy
2,615
+17
+0.7% +$3.31K 0.01% 460
2021
Q2 		$533K Buy
2,598
+1,360
+110% +$282K 0.01% 428
2021
Q1 		$247K Hold
1,238
– – ﹤0.01% 543
2020
Q4 		$221K Buy
+1,238
New +$220K ﹤0.01% 553
2020
Q1 		– Sell
-1,385
Closed -$230K – 603
2019
Q4 		$230K Buy
+1,385
New +$214K ﹤0.01% 552

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

Johnson Investment Counsel's SWK Position: Q4 2024 in Review

Johnson Investment Counsel sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 2,299 shares — an estimated $253K sold.

Johnson Investment Counsel first reported a position in SWK in Q4 2019 and held it in 7 quarters. The position peaked at $533K in Q2 2021. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

  • Johnson Investment Counsel reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
  • Johnson Investment Counsel sold 2,299 Stanley Black & Decker shares in Q4 2024, an estimated $253K.
  • Johnson Investment Counsel first reported a position in Stanley Black & Decker in Q4 2019 and held it in 7 quarters.
  • Johnson Investment Counsel's Stanley Black & Decker position peaked at $533K in Q2 2021.
  • 767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Johnson Investment Counsel's 13F filing for Q4 2024, filed 7 Feb 2025.