PCMC
SWK icon

Planning Capital Management Corporation’s Stanley Black & Decker SWK Stock Holding History

Planning Capital Management Corporation’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
-8
Closed -$640 – 899
2024
Q2 		$640 Hold
8
– – ﹤0.01% 614
2024
Q1 		$784 Hold
8
– – ﹤0.01% 620
2023
Q4 		$785 Buy
+8
New +$704 ﹤0.01% 612

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 $315B AUM 27.84% 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

Planning Capital Management Corporation's SWK Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Stanley Black & Decker (SWK) in Q3 2024, closing a stake of 8 shares — an estimated $640 sold.

Planning Capital Management Corporation first reported a position in SWK in Q4 2023 and held it in 3 quarters. The position peaked at $785 in Q4 2023. 801 funds tracked by Wall St. Rank hold SWK as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Stanley Black & Decker position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 8 Stanley Black & Decker shares in Q3 2024, an estimated $640.
  • Planning Capital Management Corporation first reported a position in Stanley Black & Decker in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Stanley Black & Decker position peaked at $785 in Q4 2023.
  • 801 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.