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Valley National Advisers’s Stanley Black & Decker SWK Stock Holding History

Valley National Advisers’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
Q3 		– Sell
-120
Closed -$9K – 1101
2024
Q2 		$9K Sell
120
-75
-38% -$6.6K ﹤0.01% 659
2024
Q1 		$19K Sell
195
-30
-13% -$2.77K ﹤0.01% 534
2023
Q4 		$22K Buy
225
+172
+325% +$15.1K ﹤0.01% 527
2023
Q3 		$4K Buy
53
+40
+308% +$3.71K ﹤0.01% 743
2023
Q2 		$2K Sell
13
-12
-48% -$993 ﹤0.01% 822
2023
Q1 		$2K Buy
+25
New +$2.1K ﹤0.01% 783
2019
Q1 		– Sell
-11
Closed -$1K – 814
2018
Q4 		$1K Buy
+11
New +$1.37K ﹤0.01% 740

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valley National Advisers's SWK Position: Q3 2024 in Review

Valley National Advisers sold out of Stanley Black & Decker (SWK) in Q3 2024, closing a stake of 120 shares — an estimated $9K sold.

Valley National Advisers first reported a position in SWK in Q4 2018 and held it in 7 quarters. The position peaked at $22K in Q4 2023. 800 funds tracked by Wall St. Rank hold SWK as of Q3 2024.

  • Valley National Advisers reported no remaining Stanley Black & Decker position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 120 Stanley Black & Decker shares in Q3 2024, an estimated $9K.
  • Valley National Advisers first reported a position in Stanley Black & Decker in Q4 2018 and held it in 7 quarters.
  • Valley National Advisers's Stanley Black & Decker position peaked at $22K in Q4 2023.
  • 800 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.