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Personal CFO Solutions’s Stanley Black & Decker SWK Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-5,413
Closed -$452K – 544
2023
Q3 		$452K Buy
5,413
+12
+0.2% +$1.11K 0.09% 220
2023
Q2 		$506K Buy
5,401
+158
+3% +$13.1K 0.1% 200
2023
Q1 		$423K Buy
5,243
+355
+7% +$29.9K 0.09% 224
2022
Q4 		$367K Buy
4,888
+1,730
+55% +$135K 0.08% 249
2022
Q3 		$238K Buy
3,158
+341
+12% +$32.8K 0.06% 315
2022
Q2 		$295K Buy
+2,817
New +$347K 0.07% 266

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Personal CFO Solutions's SWK Position: Q4 2023 in Review

Personal CFO Solutions sold out of Stanley Black & Decker (SWK) in Q4 2023, closing a stake of 5,413 shares — an estimated $452K sold.

Personal CFO Solutions first reported a position in SWK in Q2 2022 and held it in 6 quarters. The position peaked at $506K in Q2 2023. 813 funds tracked by Wall St. Rank hold SWK as of Q4 2023.

  • Personal CFO Solutions reported no remaining Stanley Black & Decker position as of Q4 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 5,413 Stanley Black & Decker shares in Q4 2023, an estimated $452K.
  • Personal CFO Solutions first reported a position in Stanley Black & Decker in Q2 2022 and held it in 6 quarters.
  • Personal CFO Solutions's Stanley Black & Decker position peaked at $506K in Q2 2023.
  • 813 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2023.

Based on Personal CFO Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.