Kelly Financial Services’s Stanley Black & Decker SWK Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-141	Closed	-$11.3K	–	673
2024 Q2	$11.3K	Hold	141	–	–	﹤0.01%	416
2024 Q1	$13.8K	Buy	141 +106	+303%	+$9.77K	0.01%	376
2023 Q4	$3.45K	Hold	35	–	–	﹤0.01%	518
2023 Q3	$2.91K	Hold	35	–	–	﹤0.01%	514
2023 Q2	$3.24K	Buy	35 +1	+3%	+$83	﹤0.01%	499
2023 Q1	$2.76K	Hold	34	–	–	﹤0.01%	495
2022 Q4	$2.55K	Hold	34	–	–	﹤0.01%	487
2022 Q3	$2.52K	Buy	34 +1	+3%	+$96	﹤0.01%	479
2022 Q2	$3.48K	Hold	33	–	–	﹤0.01%	445
2022 Q1	$4.61K	Hold	33	–	–	﹤0.01%	443
2021 Q4	$6.18K	Hold	33	–	–	﹤0.01%	408
2021 Q3	$5.72K	Sell	33 -4	-11%	-$780	﹤0.01%	403
2021 Q2	$7.69K	Hold	37	–	–	﹤0.01%	372
2021 Q1	$7.46K	Hold	37	–	–	﹤0.01%	344
2020 Q4	$6.65K	Hold	37	–	–	﹤0.01%	330
2020 Q3	$6.01K	Hold	37	–	–	﹤0.01%	312
2020 Q2	$5.15K	Hold	37	–	–	﹤0.01%	330
2020 Q1	$3.67K	Buy	37 +1	+3%	+$143	﹤0.01%	330
2019 Q4	$6.05K	Sell	36 -81	-69%	-$12.5K	﹤0.01%	278
2019 Q3	$16.9K	Hold	117	–	–	0.02%	165
2019 Q2	$16.9K	Sell	117 -4	-3%	-$564	0.02%	165
2019 Q1	$16.5K	Buy	+121	New	+$15.8K	0.02%	166

Other funds holding SWK

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kelly Financial Services's SWK Position: Q3 2024 in Review

Kelly Financial Services sold out of Stanley Black & Decker (SWK) in Q3 2024, closing a stake of 141 shares — an estimated $11.3K sold.

Kelly Financial Services first reported a position in SWK in Q1 2019 and held it in 22 quarters. The position peaked at $16.9K in Q3 2019. 801 funds tracked by Wall St. Rank hold SWK as of Q3 2024.

Kelly Financial Services reported no remaining Stanley Black & Decker position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 141 Stanley Black & Decker shares in Q3 2024, an estimated $11.3K.
Kelly Financial Services first reported a position in Stanley Black & Decker in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Stanley Black & Decker position peaked at $16.9K in Q3 2019.
801 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.