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

Jupiter 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
2023 Q3	–	Sell	-60,059	Closed	-$5.63M	–	583
2023 Q2	$5.63M	Buy	+60,059	New	+$4.97M	0.06%	271

Other funds holding SWK

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jupiter Asset Management's SWK Position: Q3 2023 in Review

Jupiter Asset Management sold out of Stanley Black & Decker (SWK) in Q3 2023, closing a stake of 60,059 shares — an estimated $5.63M sold.

Jupiter Asset Management first reported a position in SWK in Q2 2023 and held it in 1 quarter. The position peaked at $5.63M in Q2 2023. 741 funds tracked by Wall St. Rank hold SWK as of Q3 2023.

Jupiter Asset Management reported no remaining Stanley Black & Decker position as of Q3 2023 after selling out during the quarter.
Jupiter Asset Management sold 60,059 Stanley Black & Decker shares in Q3 2023, an estimated $5.63M.
Jupiter Asset Management first reported a position in Stanley Black & Decker in Q2 2023 and held it in 1 quarter.
Jupiter Asset Management's Stanley Black & Decker position peaked at $5.63M in Q2 2023.
741 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2023.

Based on Jupiter Asset Management's 13F filing for Q3 2023, filed 9 Nov 2023.