The Family Firm’s Stanley Black & Decker SWK Stock Holding History

The Family Firm’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	-60	Closed	-$4.79K	–	762
2024 Q2	$4.79K	Buy	+60	New	+$5.28K	﹤0.01%	743

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

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

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

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

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

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

The Family Firm's SWK Position: Q3 2024 in Review

The Family Firm sold out of Stanley Black & Decker (SWK) in Q3 2024, closing a stake of 60 shares — an estimated $4.79K sold.

The Family Firm first reported a position in SWK in Q2 2024 and held it in 1 quarter. The position peaked at $4.79K in Q2 2024. 800 funds tracked by Wall St. Rank hold SWK as of Q3 2024.

The Family Firm reported no remaining Stanley Black & Decker position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 60 Stanley Black & Decker shares in Q3 2024, an estimated $4.79K.
The Family Firm first reported a position in Stanley Black & Decker in Q2 2024 and held it in 1 quarter.
The Family Firm's Stanley Black & Decker position peaked at $4.79K in Q2 2024.
800 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.