VFA
SWK icon

Valeo Financial Advisors’s Stanley Black & Decker SWK Stock Holding History

Valeo Financial Advisors’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
Q4 		– Sell
-2,082
Closed -$229K – 784
2024
Q3 		$229K Buy
+2,082
New +$200K 0.01% 618
2024
Q2 		– Sell
-2,337
Closed -$211K – 718
2024
Q1 		$211K Buy
+2,337
New +$215K 0.01% 594
2021
Q2 		– Sell
-3,805
Closed -$760K – 1667
2021
Q1 		$760K Hold
3,805
– – 0.04% 210
2020
Q4 		$679K Buy
3,805
+3,109
+447% +$551K 0.03% 205
2020
Q3 		$113K Buy
696
+44
+7% +$6.85K 0.01% 452
2020
Q2 		$91K Buy
652
+28
+4% +$3.38K 0.01% 530
2020
Q1 		$74K Buy
624
+11
+2% +$1.57K 0.01% 497
2019
Q4 		$102K Sell
613
-32
-5% -$4.96K 0.01% 463
2019
Q3 		$93K Sell
645
-85
-12% -$12K 0.01% 450
2019
Q2 		$106K Hold
730
– – 0.01% 423
2019
Q1 		$99K Sell
730
-26
-3% -$3.39K 0.01% 412
2018
Q4 		$91K Sell
756
-99
-12% -$12.4K 0.01% 397
2018
Q3 		$99K Buy
855
+62
+8% +$8.82K 0.01% 401
2018
Q2 		$109K Sell
793
-139
-15% -$20K 0.02% 386
2018
Q1 		$143K Buy
932
+420
+82% +$68.2K 0.02% 298
2017
Q4 		$87K Sell
512
-34
-6% -$5.57K 0.01% 371
2017
Q3 		$82K Buy
+546
New +$78.5K 0.02% 323

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valeo Financial Advisors's SWK Position: Q4 2024 in Review

Valeo Financial Advisors sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 2,082 shares — an estimated $229K sold.

Valeo Financial Advisors first reported a position in SWK in Q3 2017 and held it in 17 quarters. The position peaked at $760K in Q1 2021. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

  • Valeo Financial Advisors reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,082 Stanley Black & Decker shares in Q4 2024, an estimated $229K.
  • Valeo Financial Advisors first reported a position in Stanley Black & Decker in Q3 2017 and held it in 17 quarters.
  • Valeo Financial Advisors's Stanley Black & Decker position peaked at $760K in Q1 2021.
  • 767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Valeo Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.