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Lineweaver Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History

Lineweaver Wealth Advisors’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
Q4 		– Sell
-8,593
Closed -$718K – 144
2023
Q3 		$718K Sell
8,593
-5,514
-39% -$511K 0.21% 77
2023
Q2 		$1.32M Sell
14,107
-764
-5% -$63.2K 0.38% 54
2023
Q1 		$1.2M Buy
+14,871
New +$1.25M 0.37% 59

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lineweaver Wealth Advisors's SWK Position: Q4 2023 in Review

Lineweaver Wealth Advisors sold out of Stanley Black & Decker (SWK) in Q4 2023, closing a stake of 8,593 shares — an estimated $718K sold.

Lineweaver Wealth Advisors first reported a position in SWK in Q1 2023 and held it in 3 quarters. The position peaked at $1.32M in Q2 2023. 814 funds tracked by Wall St. Rank hold SWK as of Q4 2023.

  • Lineweaver Wealth Advisors reported no remaining Stanley Black & Decker position as of Q4 2023 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 8,593 Stanley Black & Decker shares in Q4 2023, an estimated $718K.
  • Lineweaver Wealth Advisors first reported a position in Stanley Black & Decker in Q1 2023 and held it in 3 quarters.
  • Lineweaver Wealth Advisors's Stanley Black & Decker position peaked at $1.32M in Q2 2023.
  • 814 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2023.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.