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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 – 404
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
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

USA Financial Formulas's SWK Position: Q2 2024 in Review

USA Financial Formulas sold out of Stanley Black & Decker (SWK) in Q2 2024, closing a stake of 3,119 shares — an estimated $305K sold.

USA Financial Formulas first reported a position in SWK in Q4 2014 and held it in 11 quarters. The position peaked at $3.79M in Q4 2017. 727 funds tracked by Wall St. Rank hold SWK as of Q2 2024.

  • USA Financial Formulas reported no remaining Stanley Black & Decker position as of Q2 2024 after selling out during the quarter.
  • USA Financial Formulas sold 3,119 Stanley Black & Decker shares in Q2 2024, an estimated $305K.
  • USA Financial Formulas first reported a position in Stanley Black & Decker in Q4 2014 and held it in 11 quarters.
  • USA Financial Formulas's Stanley Black & Decker position peaked at $3.79M in Q4 2017.
  • 727 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2024.

Based on USA Financial Formulas's 13F filing for Q2 2024, filed 12 Jul 2024.