SFC
SWK icon

Strategic Financial Concepts’s Stanley Black & Decker SWK Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-10,605
Closed -$100 – 679
2024
Q2 		$100 Buy
+10,605
New +$934K ﹤0.01% 752

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Strategic Financial Concepts's SWK Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Stanley Black & Decker (SWK) in Q3 2024, closing a stake of 10,605 shares — an estimated $100 sold.

Strategic Financial Concepts first reported a position in SWK in Q2 2024 and held it in 1 quarter. The position peaked at $100 in Q2 2024. 800 funds tracked by Wall St. Rank hold SWK as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Stanley Black & Decker position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 10,605 Stanley Black & Decker shares in Q3 2024, an estimated $100.
  • Strategic Financial Concepts first reported a position in Stanley Black & Decker in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Stanley Black & Decker position peaked at $100 in Q2 2024.
  • 800 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.