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Moody Lynn & Lieberson’s Stanley Black & Decker SWK Stock Holding History

Moody Lynn & Lieberson’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
-3,051
Closed -$244K – 268
2024
Q2 		$244K Hold
3,051
– – 0.02% 216
2024
Q1 		$299K Buy
+3,051
New +$281K 0.02% 197

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

Moody Lynn & Lieberson's SWK Position: Q3 2024 in Review

Moody Lynn & Lieberson sold out of Stanley Black & Decker (SWK) in Q3 2024, closing a stake of 3,051 shares — an estimated $244K sold.

Moody Lynn & Lieberson first reported a position in SWK in Q1 2024 and held it in 2 quarters. The position peaked at $299K in Q1 2024. 800 funds tracked by Wall St. Rank hold SWK as of Q3 2024.

  • Moody Lynn & Lieberson reported no remaining Stanley Black & Decker position as of Q3 2024 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 3,051 Stanley Black & Decker shares in Q3 2024, an estimated $244K.
  • Moody Lynn & Lieberson first reported a position in Stanley Black & Decker in Q1 2024 and held it in 2 quarters.
  • Moody Lynn & Lieberson's Stanley Black & Decker position peaked at $299K in Q1 2024.
  • 800 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2024.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2024, filed 23 Oct 2024.