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Mason & Associates (Virginia)’s Stanley Black & Decker SWK Stock Holding History

Mason & Associates (Virginia)’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
Q2 		– Sell
-27,620
Closed -$2.71M – 82
2024
Q1 		$2.71M Buy
+27,620
New +$2.55M 2.06% 17

Other funds holding SWK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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

Mason & Associates (Virginia)'s SWK Position: Q2 2024 in Review

Mason & Associates (Virginia) sold out of Stanley Black & Decker (SWK) in Q2 2024, closing a stake of 27,620 shares — an estimated $2.71M sold.

Mason & Associates (Virginia) first reported a position in SWK in Q1 2024 and held it in 1 quarter. The position peaked at $2.71M in Q1 2024. 726 funds tracked by Wall St. Rank hold SWK as of Q2 2024.

  • Mason & Associates (Virginia) reported no remaining Stanley Black & Decker position as of Q2 2024 after selling out during the quarter.
  • Mason & Associates (Virginia) sold 27,620 Stanley Black & Decker shares in Q2 2024, an estimated $2.71M.
  • Mason & Associates (Virginia) first reported a position in Stanley Black & Decker in Q1 2024 and held it in 1 quarter.
  • Mason & Associates (Virginia)'s Stanley Black & Decker position peaked at $2.71M in Q1 2024.
  • 726 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2024.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2024, filed 16 Jul 2024.