Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
UFF
USA Financial Formulas’s
Stanley Black & Decker
SWK
Stock Holding History
USA Financial Formulas’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
Q2
–
Sell
-3,119
Closed
-$305K
–
378
2024
Q1
$305K
Buy
3,119
+431
+16%
+$39.7K
0.05%
147
2023
Q4
$264K
Buy
+2,688
New
+$237K
0.05%
136
2021
Q4
–
Sell
-8
Closed
-$1K
–
485
2021
Q3
$1K
Hold
8
–
–
﹤0.01%
381
2021
Q2
$2K
Sell
8
-3
-27%
-$622
﹤0.01%
326
2021
Q1
$2K
Buy
11
+3
+38%
+$544
﹤0.01%
277
2020
Q4
$1K
Hold
8
–
–
﹤0.01%
302
2020
Q3
$1K
Buy
8
+1
+14%
+$156
﹤0.01%
295
2020
Q2
$1K
Buy
+7
New
+$845
﹤0.01%
203
2018
Q1
–
Sell
-22,356
Closed
-$3.79M
–
407
2017
Q4
$3.79M
Buy
+22,356
New
+$3.66M
0.9%
45
2017
Q1
–
Sell
-22,482
Closed
-$2.58M
–
334
2016
Q4
$2.58M
Buy
+22,482
New
+$2.68M
0.64%
57
2015
Q1
–
Sell
-15,862
Closed
-$1.52M
–
236
2014
Q4
$1.52M
Buy
+15,862
New
+$1.46M
0.52%
70
Other funds holding SWK
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
$501B AUM
22.01%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close