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RFP Financial Group’s Stanley Black & Decker SWK Stock Holding History

RFP Financial Group’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
Q2 		– Sell
-191
Closed -$18.7K – 929
2024
Q1 		$18.7K Hold
191
– – 0.01% 320
2023
Q4 		$18.7K Buy
191
+24
+14% +$2.11K 0.01% 312
2023
Q3 		$14K Hold
167
– – 0.01% 342
2023
Q2 		$15.7K Buy
167
+17
+11% +$1.41K 0.01% 352
2023
Q1 		$12.1K Buy
150
+20
+15% +$1.68K 0.01% 250
2022
Q4 		$9.77K Buy
+130
New +$10.1K ﹤0.01% 394

Other funds holding SWK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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

RFP Financial Group's SWK Position: Q2 2024 in Review

RFP Financial Group sold out of Stanley Black & Decker (SWK) in Q2 2024, closing a stake of 191 shares — an estimated $18.7K sold.

RFP Financial Group first reported a position in SWK in Q4 2022 and held it in 6 quarters. The position peaked at $18.7K in Q4 2023. 726 funds tracked by Wall St. Rank hold SWK as of Q2 2024.

  • RFP Financial Group reported no remaining Stanley Black & Decker position as of Q2 2024 after selling out during the quarter.
  • RFP Financial Group sold 191 Stanley Black & Decker shares in Q2 2024, an estimated $18.7K.
  • RFP Financial Group first reported a position in Stanley Black & Decker in Q4 2022 and held it in 6 quarters.
  • RFP Financial Group's Stanley Black & Decker position peaked at $18.7K in Q4 2023.
  • 726 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2024.

Based on RFP Financial Group's 13F filing for Q2 2024, filed 25 Jul 2024.