SAM
SWK icon

S.A. Mason’s Stanley Black & Decker SWK Stock Holding History

S.A. Mason’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
-576
Closed -$63.4K – 347
2024
Q3 		$63.4K Hold
576
– – 0.03% 255
2024
Q2 		$46K Hold
576
– – 0.03% 256
2024
Q1 		$56.4K Buy
576
+11
+2% +$1.01K 0.03% 245
2023
Q4 		$55.4K Sell
565
-100
-15% -$8.8K 0.04% 235
2023
Q3 		$55.6K Hold
665
– – 0.04% 238
2023
Q2 		$53.6K Hold
665
– – 0.04% 245
2023
Q1 		$53.6K Sell
665
-20
-3% -$1.68K 0.04% 245
2022
Q4 		$51.5K Sell
685
-100
-13% -$7.8K 0.04% 245
2022
Q3 		$59K Sell
785
-40
-5% -$3.85K 0.05% 237
2022
Q2 		$87K Buy
825
+305
+59% +$37.5K 0.06% 215
2022
Q1 		$73K Buy
+520
New +$85.9K 0.05% 242

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

S.A. Mason's SWK Position: Q4 2024 in Review

S.A. Mason sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 576 shares — an estimated $63.4K sold.

S.A. Mason first reported a position in SWK in Q1 2022 and held it in 11 quarters. The position peaked at $87K in Q2 2022. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

  • S.A. Mason reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
  • S.A. Mason sold 576 Stanley Black & Decker shares in Q4 2024, an estimated $63.4K.
  • S.A. Mason first reported a position in Stanley Black & Decker in Q1 2022 and held it in 11 quarters.
  • S.A. Mason's Stanley Black & Decker position peaked at $87K in Q2 2022.
  • 767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on S.A. Mason's 13F filing for Q4 2024, filed 24 Jan 2025.