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Safeguard Financial’s Stanley Black & Decker SWK Stock Holding History

Safeguard Financial’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
Q3 		– Sell
-125
Closed -$11K – 492
2023
Q2 		$11K Buy
+125
New +$10.3K 0.01% 332

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Safeguard Financial's SWK Position: Q3 2023 in Review

Safeguard Financial sold out of Stanley Black & Decker (SWK) in Q3 2023, closing a stake of 125 shares — an estimated $11K sold.

Safeguard Financial first reported a position in SWK in Q2 2023 and held it in 1 quarter. The position peaked at $11K in Q2 2023. 741 funds tracked by Wall St. Rank hold SWK as of Q3 2023.

  • Safeguard Financial reported no remaining Stanley Black & Decker position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 125 Stanley Black & Decker shares in Q3 2023, an estimated $11K.
  • Safeguard Financial first reported a position in Stanley Black & Decker in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Stanley Black & Decker position peaked at $11K in Q2 2023.
  • 741 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.