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Steward Financial Group’s Stanley Black & Decker SWK Stock Holding History

Steward Financial Group’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 		$5K Buy
+63
New +$5.84K ﹤0.01% 651
2022
Q3 		– Sell
-13
Closed -$1K – 1166
2022
Q2 		$1K Buy
+13
New +$1.6K ﹤0.01% 870

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

Steward Financial Group's SWK Position: Q3 2023 in Review

Steward Financial Group opened a new position in Stanley Black & Decker (SWK) in Q3 2023: 63 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #651 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SWK as recently as Q2 2022.

Steward Financial Group first reported a position in SWK in Q2 2022 and has held it in 2 quarters since. 741 funds tracked by Wall St. Rank hold SWK as of Q3 2023.

  • Steward Financial Group held 63 shares of Stanley Black & Decker worth $5K as of Q3 2023.
  • Stanley Black & Decker was a new Steward Financial Group position in Q3 2023.
  • Stanley Black & Decker made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #651 holding.
  • Steward Financial Group first reported a position in Stanley Black & Decker in Q2 2022 and has held it in 2 quarters since.
  • 741 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.