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

Tradition 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 Q1	–	Sell	-39	Closed	-$4K	–	1087
2023 Q4	$4K	Hold	39	–	–	﹤0.01%	1201
2023 Q3	$3K	Hold	39	–	–	﹤0.01%	1335
2023 Q2	$4K	Buy	39 +1	+3%	+$83	﹤0.01%	1292
2023 Q1	$3K	Hold	38	–	–	﹤0.01%	1267
2022 Q4	$3K	Buy	38 +1	+3%	+$78	﹤0.01%	1130
2022 Q3	$3K	Hold	37	–	–	﹤0.01%	1164
2022 Q2	$4K	Hold	37	–	–	﹤0.01%	1008
2022 Q1	$5K	Sell	37 -3	-8%	-$495	﹤0.01%	1049
2021 Q4	$7K	Buy	40 +4	+11%	+$739	﹤0.01%	995
2021 Q3	$6K	Hold	36	–	–	﹤0.01%	1012
2021 Q2	$7K	Buy	+36	New	+$7.46K	﹤0.01%	1023
2021 Q1	–	Sell	-36	Closed	-$6K	–	1006
2020 Q4	$6K	Buy	+36	New	+$6.38K	﹤0.01%	833

Other funds holding SWK

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Tradition Wealth Management's SWK Position: Q1 2024 in Review

Tradition Wealth Management sold out of Stanley Black & Decker (SWK) in Q1 2024, closing a stake of 39 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in SWK in Q4 2020 and held it in 12 quarters. The position peaked at $7K in Q4 2021. 784 funds tracked by Wall St. Rank hold SWK as of Q1 2024.

Tradition Wealth Management reported no remaining Stanley Black & Decker position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 39 Stanley Black & Decker shares in Q1 2024, an estimated $4K.
Tradition Wealth Management first reported a position in Stanley Black & Decker in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's Stanley Black & Decker position peaked at $7K in Q4 2021.
784 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.