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Simplicity Solutions’s Stanley Black & Decker SWK Stock Holding History

Simplicity Solutions’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
Q4 		$427K Buy
+4,353
New +$383K 0.01% 717
2018
Q2 		– Sell
-1,499
Closed -$230K – 508
2018
Q1 		$230K Sell
1,499
-57
-4% -$9.25K 0.02% 323
2017
Q4 		$264K Buy
+1,556
New +$255K 0.03% 311

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Simplicity Solutions's SWK Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Stanley Black & Decker (SWK) in Q4 2023: 4,353 shares worth $427K. The stake represents 0.01% of the portfolio and ranks #717 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in SWK as recently as Q1 2018.

Simplicity Solutions first reported a position in SWK in Q4 2017 and has held it in 3 quarters since. 813 funds tracked by Wall St. Rank hold SWK as of Q4 2023.

  • Simplicity Solutions held 4,353 shares of Stanley Black & Decker worth $427K as of Q4 2023.
  • Stanley Black & Decker was a new Simplicity Solutions position in Q4 2023.
  • Stanley Black & Decker made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #717 holding.
  • Simplicity Solutions first reported a position in Stanley Black & Decker in Q4 2017 and has held it in 3 quarters since.
  • 813 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.