Sugarloaf Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Sugarloaf Wealth Management’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 Q4	$2.57K	Hold	32	–	–	﹤0.01%	618
2024 Q3	$3.52K	Hold	32	–	–	﹤0.01%	594
2024 Q2	$2.56K	Hold	32	–	–	﹤0.01%	574
2024 Q1	$3.13K	Hold	32	–	–	﹤0.01%	568
2023 Q4	$3.14K	Hold	32	–	–	﹤0.01%	577
2023 Q3	$2.67K	Hold	32	–	–	﹤0.01%	586
2023 Q2	$3K	Hold	32	–	–	﹤0.01%	587
2023 Q1	$2.58K	Hold	32	–	–	﹤0.01%	600
2022 Q4	$2.4K	Hold	32	–	–	﹤0.01%	656
2022 Q3	$3K	Hold	32	–	–	﹤0.01%	687
2022 Q2	$3K	Hold	32	–	–	﹤0.01%	676
2022 Q1	$4K	Hold	32	–	–	﹤0.01%	601
2021 Q4	$6K	Hold	32	–	–	﹤0.01%	579
2021 Q3	$6K	Hold	32	–	–	﹤0.01%	597
2021 Q2	$7K	Hold	32	–	–	﹤0.01%	572
2021 Q1	$6	Hold	32	–	–	﹤0.01%	575
2020 Q4	$6K	Hold	32	–	–	﹤0.01%	538
2020 Q3	$5K	Hold	32	–	–	﹤0.01%	526
2020 Q2	$4K	Hold	32	–	–	﹤0.01%	554
2020 Q1	$3K	Hold	32	–	–	﹤0.01%	576
2019 Q4	$5K	Buy	+32	New	+$4.96K	﹤0.01%	552

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sugarloaf Wealth Management's SWK Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Stanley Black & Decker (SWK) position steady in Q4 2024 at 32 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Sugarloaf Wealth Management first reported a position in SWK in Q4 2019 and has held it in 21 quarters since. The position peaked at $7K in Q2 2021. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

Sugarloaf Wealth Management held 32 shares of Stanley Black & Decker worth $2.57K as of Q4 2024.
Sugarloaf Wealth Management left its Stanley Black & Decker share count unchanged in Q4 2024.
Stanley Black & Decker made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #618 holding.
Sugarloaf Wealth Management first reported a position in Stanley Black & Decker in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Stanley Black & Decker position peaked at $7K in Q2 2021.
767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.