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

Simplicity Wealth’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
-2,280
Closed -$223K – 1298
2024
Q1 		$223K Buy
+2,280
New +$210K 0.01% 1020
2022
Q2 		– Sell
-1,662
Closed -$232K – 63
2022
Q1 		$232K Buy
+1,662
New +$274K 0.23% 62

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

Simplicity Wealth's SWK Position: Q2 2024 in Review

Simplicity Wealth sold out of Stanley Black & Decker (SWK) in Q2 2024, closing a stake of 2,280 shares — an estimated $223K sold.

Simplicity Wealth first reported a position in SWK in Q1 2022 and held it in 2 quarters. The position peaked at $232K in Q1 2022. 726 funds tracked by Wall St. Rank hold SWK as of Q2 2024.

  • Simplicity Wealth reported no remaining Stanley Black & Decker position as of Q2 2024 after selling out during the quarter.
  • Simplicity Wealth sold 2,280 Stanley Black & Decker shares in Q2 2024, an estimated $223K.
  • Simplicity Wealth first reported a position in Stanley Black & Decker in Q1 2022 and held it in 2 quarters.
  • Simplicity Wealth's Stanley Black & Decker position peaked at $232K in Q1 2022.
  • 726 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.