SAI
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Systematic Alpha Investments’s Stanley Black & Decker SWK Stock Holding History

Systematic Alpha Investments’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
2025
Q3 		– Sell
-5,283
Closed -$358K – 243
2025
Q2 		$358K Hold
5,283
– – 0.01% 177
2025
Q1 		$406K Hold
5,283
– – 0.02% 162
2024
Q4 		$424K Buy
+5,283
New +$490K 0.02% 158
2024
Q1 		– Sell
-608
Closed -$59.6K – 268
2023
Q4 		$59.6K Hold
608
– – ﹤0.01% 273
2023
Q3 		$50.8K Hold
608
– – ﹤0.01% 268
2023
Q2 		$57K Hold
608
– – ﹤0.01% 240
2023
Q1 		$49K Buy
+608
New +$51.2K ﹤0.01% 272
2021
Q4 		– Sell
-608
Closed -$109K – 440
2021
Q3 		$109K Sell
608
-22
-3% -$4.29K ﹤0.01% 273
2021
Q2 		$125K Buy
630
+246
+64% +$51K 0.01% 197
2021
Q1 		$77K Hold
384
– – ﹤0.01% 148
2020
Q4 		$69K Buy
+384
New +$68.1K 0.01% 114

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return