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SWS Partners’s Stanley Black & Decker SWK Stock Holding History

SWS Partners’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
-1,195
Closed -$95.5K – 273
2024
Q2 		$95.5K Buy
+1,195
New +$105K 0.03% 132
2022
Q1 		– Sell
-1,215
Closed -$229K – 115
2021
Q4 		$229K Buy
+1,215
New +$224K 0.13% 73

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

SWS Partners's SWK Position: Q3 2024 in Review

SWS Partners sold out of Stanley Black & Decker (SWK) in Q3 2024, closing a stake of 1,195 shares — an estimated $95.5K sold.

SWS Partners first reported a position in SWK in Q4 2021 and held it in 2 quarters. The position peaked at $229K in Q4 2021. 800 funds tracked by Wall St. Rank hold SWK as of Q3 2024.

  • SWS Partners reported no remaining Stanley Black & Decker position as of Q3 2024 after selling out during the quarter.
  • SWS Partners sold 1,195 Stanley Black & Decker shares in Q3 2024, an estimated $95.5K.
  • SWS Partners first reported a position in Stanley Black & Decker in Q4 2021 and held it in 2 quarters.
  • SWS Partners's Stanley Black & Decker position peaked at $229K in Q4 2021.
  • 800 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.