OC
SWK icon

Oakworth Capital’s Stanley Black & Decker SWK Stock Holding History

Oakworth Capital’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
-125
Closed -$9.99K – 755
2024
Q2 		$9.99K Hold
125
– – ﹤0.01% 487
2024
Q1 		$12.2K Hold
125
– – ﹤0.01% 453
2023
Q4 		$12.3K Buy
+125
New +$11K ﹤0.01% 455
2022
Q4 		– Sell
-68
Closed -$5K – 601
2022
Q3 		$5K Buy
+68
New +$6.54K ﹤0.01% 502

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

Oakworth Capital's SWK Position: Q3 2024 in Review

Oakworth Capital sold out of Stanley Black & Decker (SWK) in Q3 2024, closing a stake of 125 shares — an estimated $9.99K sold.

Oakworth Capital first reported a position in SWK in Q3 2022 and held it in 4 quarters. The position peaked at $12.3K in Q4 2023. 800 funds tracked by Wall St. Rank hold SWK as of Q3 2024.

  • Oakworth Capital reported no remaining Stanley Black & Decker position as of Q3 2024 after selling out during the quarter.
  • Oakworth Capital sold 125 Stanley Black & Decker shares in Q3 2024, an estimated $9.99K.
  • Oakworth Capital first reported a position in Stanley Black & Decker in Q3 2022 and held it in 4 quarters.
  • Oakworth Capital's Stanley Black & Decker position peaked at $12.3K in Q4 2023.
  • 800 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2024.

Based on Oakworth Capital's 13F filing for Q3 2024, filed 21 Oct 2024.