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Tilia Fiduciary Partners’s Stanley Black & Decker SWK Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-110
Closed -$10.3K – 440
2023
Q2 		$10.3K Hold
110
– – 0.01% 374
2023
Q1 		$8.86K Hold
110
– – 0.01% 376
2022
Q4 		$8.26K Hold
110
– – 0.01% 369
2022
Q3 		$8K Hold
110
– – 0.01% 391
2022
Q2 		$12K Hold
110
– – 0.01% 371
2022
Q1 		$15K Hold
110
– – 0.01% 363
2021
Q4 		$21K Buy
+110
New +$20.3K 0.02% 332

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Tilia Fiduciary Partners's SWK Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Stanley Black & Decker (SWK) in Q3 2023, closing a stake of 110 shares — an estimated $10.3K sold.

Tilia Fiduciary Partners first reported a position in SWK in Q4 2021 and held it in 7 quarters. The position peaked at $21K in Q4 2021. 741 funds tracked by Wall St. Rank hold SWK as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Stanley Black & Decker position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 110 Stanley Black & Decker shares in Q3 2023, an estimated $10.3K.
  • Tilia Fiduciary Partners first reported a position in Stanley Black & Decker in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Stanley Black & Decker position peaked at $21K in Q4 2021.
  • 741 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.