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Meritage Group’s Stanley Black & Decker SWK Stock Holding History

Meritage Group’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
-4,305
Closed -$344K – 56
2024
Q2 		$344K Buy
4,305
+993
+30% +$87.4K 0.01% 23
2024
Q1 		$324K Buy
3,312
+635
+24% +$58.5K 0.01% 28
2023
Q4 		$263K Buy
+2,677
New +$236K 0.01% 44

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

Meritage Group's SWK Position: Q3 2024 in Review

Meritage Group sold out of Stanley Black & Decker (SWK) in Q3 2024, closing a stake of 4,305 shares — an estimated $344K sold.

Meritage Group first reported a position in SWK in Q4 2023 and held it in 3 quarters. The position peaked at $344K in Q2 2024. 800 funds tracked by Wall St. Rank hold SWK as of Q3 2024.

  • Meritage Group reported no remaining Stanley Black & Decker position as of Q3 2024 after selling out during the quarter.
  • Meritage Group sold 4,305 Stanley Black & Decker shares in Q3 2024, an estimated $344K.
  • Meritage Group first reported a position in Stanley Black & Decker in Q4 2023 and held it in 3 quarters.
  • Meritage Group's Stanley Black & Decker position peaked at $344K in Q2 2024.
  • 800 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2024.

Based on Meritage Group's 13F filing for Q3 2024, filed 15 Nov 2024.