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Lee Financial’s Stanley Black & Decker SWK Stock Holding History

Lee Financial’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
Q1 		– Sell
-31
Closed -$3.04K – 734
2023
Q4 		$3.04K Buy
+31
New +$2.73K ﹤0.01% 655
2019
Q1 		– Sell
-51
Closed -$6K – 546
2018
Q4 		$6K Hold
51
– – ﹤0.01% 357
2018
Q3 		$7K Sell
51
-53
-51% -$7.54K ﹤0.01% 387
2018
Q2 		$14K Hold
104
– – ﹤0.01% 417
2018
Q1 		$16K Buy
104
+53
+104% +$8.6K ﹤0.01% 392
2017
Q4 		$9K Buy
+51
New +$8.35K ﹤0.01% 359

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lee Financial's SWK Position: Q1 2024 in Review

Lee Financial sold out of Stanley Black & Decker (SWK) in Q1 2024, closing a stake of 31 shares — an estimated $3.04K sold.

Lee Financial first reported a position in SWK in Q4 2017 and held it in 6 quarters. The position peaked at $16K in Q1 2018. 783 funds tracked by Wall St. Rank hold SWK as of Q1 2024.

  • Lee Financial reported no remaining Stanley Black & Decker position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 31 Stanley Black & Decker shares in Q1 2024, an estimated $3.04K.
  • Lee Financial first reported a position in Stanley Black & Decker in Q4 2017 and held it in 6 quarters.
  • Lee Financial's Stanley Black & Decker position peaked at $16K in Q1 2018.
  • 783 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.