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

Legacy Wealth 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
2024
Q3 		– Sell
-2,602
Closed -$208K – 355
2024
Q2 		$208K Buy
2,602
+68
+3% +$5.99K 0.06% 326
2024
Q1 		$248K Buy
2,534
+9
+0.4% +$829 0.07% 319
2023
Q4 		$248K Buy
2,525
+19
+0.8% +$1.67K 0.08% 313
2023
Q3 		$209K Sell
2,506
-8
-0.3% -$741 0.08% 317
2023
Q2 		$236K Buy
+2,514
New +$208K 0.08% 319
2022
Q3 		– Sell
-2,571
Closed -$270K – 359
2022
Q2 		$270K Sell
2,571
-35
-1% -$4.31K 0.11% 248
2022
Q1 		$364K Buy
2,606
+32
+1% +$5.29K 0.13% 221
2021
Q4 		$486K Buy
2,574
+221
+9% +$40.8K 0.16% 201
2021
Q3 		$413K Buy
+2,353
New +$459K 0.19% 201

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Legacy Wealth Asset Management's SWK Position: Q3 2024 in Review

Legacy Wealth Asset Management sold out of Stanley Black & Decker (SWK) in Q3 2024, closing a stake of 2,602 shares — an estimated $208K sold.

Legacy Wealth Asset Management first reported a position in SWK in Q3 2021 and held it in 9 quarters. The position peaked at $486K in Q4 2021. 800 funds tracked by Wall St. Rank hold SWK as of Q3 2024.

  • Legacy Wealth Asset Management reported no remaining Stanley Black & Decker position as of Q3 2024 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 2,602 Stanley Black & Decker shares in Q3 2024, an estimated $208K.
  • Legacy Wealth Asset Management first reported a position in Stanley Black & Decker in Q3 2021 and held it in 9 quarters.
  • Legacy Wealth Asset Management's Stanley Black & Decker position peaked at $486K in Q4 2021.
  • 800 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2024.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2024, filed 23 Oct 2024.