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Pathway Financial Advisers’s Stanley Black & Decker SWK Stock Holding History

Pathway Financial Advisers’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
2023
Q1 		$95.5K Buy
1,185
+266
+29% +$22.4K 0.04% 192
2022
Q4 		$69.1K Buy
+919
New +$71.7K 0.03% 220

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Pathway Financial Advisers's SWK Position: Q1 2023 in Review

Pathway Financial Advisers increased its Stanley Black & Decker (SWK) stake by 29% in Q1 2023, buying an estimated $22.4K and bringing the position to 1,185 shares worth $95.5K. The position accounts for 0.04% of the portfolio, ranked #192.

Pathway Financial Advisers first reported a position in SWK in Q4 2022 and has held it in 2 quarters since. 713 funds tracked by Wall St. Rank hold SWK as of Q1 2023.

  • Pathway Financial Advisers held 1,185 shares of Stanley Black & Decker worth $95.5K as of Q1 2023.
  • Pathway Financial Advisers bought 266 Stanley Black & Decker shares in Q1 2023, an estimated $22.4K.
  • Stanley Black & Decker made up 0.04% of Pathway Financial Advisers's portfolio in Q1 2023, its #192 holding.
  • Pathway Financial Advisers first reported a position in Stanley Black & Decker in Q4 2022 and has held it in 2 quarters since.
  • 713 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.