Rowlandmiller & Partners’s Stanley Black & Decker SWK Stock Holding History

Rowlandmiller & Partners’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 Q4	–	Sell	-1,035	Closed	-$114K	–	192
2024 Q3	$114K	Buy	+1,035	New	+$99.3K	0.02%	176
2024 Q2	–	Sell	-1,035	Closed	-$101K	–	185
2024 Q1	$101K	Hold	1,035	–	–	0.02%	181
2023 Q4	$102K	Buy	+1,035	New	+$91.1K	0.02%	178
2022 Q3	–	Sell	-1,035	Closed	-$109K	–	177
2022 Q2	$109K	Buy	1,035 +110	+12%	+$13.5K	0.03%	167
2022 Q1	$129K	Hold	925	–	–	0.03%	160
2021 Q4	$174K	Hold	925	–	–	0.04%	148
2021 Q3	$129K	Hold	925	–	–	0.04%	143
2021 Q2	$190K	Hold	925	–	–	0.05%	141
2021 Q1	$185K	Hold	925	–	–	0.05%	139
2020 Q4	$165K	Buy	+925	New	+$164K	0.05%	139
2020 Q3	–	Sell	-925	Closed	-$129K	–	151
2020 Q2	$129K	Buy	+925	New	+$112K	0.04%	143
2020 Q1	–	Sell	-925	Closed	-$153K	–	160
2019 Q4	$153K	Hold	925	–	–	0.05%	131
2019 Q3	$134K	Hold	925	–	–	0.05%	128
2019 Q2	$133K	Hold	925	–	–	0.05%	130
2019 Q1	$126K	Hold	925	–	–	0.05%	129
2018 Q4	$111K	Hold	925	–	–	0.04%	127
2018 Q3	$135K	Buy	925 +25	+3%	+$3.56K	0.05%	126
2018 Q2	$120K	Buy	900 +50	+6%	+$7.2K	0.05%	126
2018 Q1	$131K	Hold	850	–	–	0.05%	124
2017 Q4	$145K	Hold	850	–	–	0.06%	116
2017 Q3	$128K	Buy	+850	New	+$122K	0.05%	116

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rowlandmiller & Partners's SWK Position: Q4 2024 in Review

Rowlandmiller & Partners sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 1,035 shares — an estimated $114K sold.

Rowlandmiller & Partners first reported a position in SWK in Q3 2017 and held it in 21 quarters. The position peaked at $190K in Q2 2021. 768 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

Rowlandmiller & Partners reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
Rowlandmiller & Partners sold 1,035 Stanley Black & Decker shares in Q4 2024, an estimated $114K.
Rowlandmiller & Partners first reported a position in Stanley Black & Decker in Q3 2017 and held it in 21 quarters.
Rowlandmiller & Partners's Stanley Black & Decker position peaked at $190K in Q2 2021.
768 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Rowlandmiller & Partners's 13F filing for Q4 2024, filed 4 Feb 2025.