Morton Brown Family Wealth’s Stanley Black & Decker SWK Stock Holding History

Morton Brown Family Wealth’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 Q1	–	Sell	-14	Closed	-$1.37K	–	287
2023 Q4	$1.37K	Buy	+14	New	+$1.23K	﹤0.01%	256

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morton Brown Family Wealth's SWK Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of Stanley Black & Decker (SWK) in Q1 2024, closing a stake of 14 shares — an estimated $1.37K sold.

Morton Brown Family Wealth first reported a position in SWK in Q4 2023 and held it in 1 quarter. The position peaked at $1.37K in Q4 2023. 783 funds tracked by Wall St. Rank hold SWK as of Q1 2024.

Morton Brown Family Wealth reported no remaining Stanley Black & Decker position as of Q1 2024 after selling out during the quarter.
Morton Brown Family Wealth sold 14 Stanley Black & Decker shares in Q1 2024, an estimated $1.37K.
Morton Brown Family Wealth first reported a position in Stanley Black & Decker in Q4 2023 and held it in 1 quarter.
Morton Brown Family Wealth's Stanley Black & Decker position peaked at $1.37K in Q4 2023.
783 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.