Van Hulzen Asset Management’s Stanley Black & Decker SWK Stock Holding History

Van Hulzen Asset 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
2025 Q1	–	Sell	-117	Closed	-$9.39K	–	1012
2024 Q4	$9.39K	Buy	+117	New	+$10.8K	﹤0.01%	790
2021 Q1	–	Sell	-1,259	Closed	-$225K	–	313
2020 Q4	$225K	Sell	1,259 -3	-0.2%	-$532	0.03%	252
2020 Q3	$205K	Buy	+1,262	New	+$196K	0.03%	243
2020 Q2	–	Sell	-2,571	Closed	-$257K	–	289
2020 Q1	$257K	Sell	2,571 -146	-5%	-$20.9K	0.06%	205
2019 Q4	$450K	Buy	2,717 +368	+16%	+$57K	0.09%	158
2019 Q3	$339K	Buy	2,349 +258	+12%	+$36.4K	0.07%	192
2019 Q2	$302K	Buy	+2,091	New	+$295K	0.07%	198
2018 Q4	–	Sell	-1,529	Closed	-$224K	–	244
2018 Q3	$224K	Buy	+1,529	New	+$218K	0.06%	205

Other funds holding SWK

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Van Hulzen Asset Management's SWK Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Stanley Black & Decker (SWK) in Q1 2025, closing a stake of 117 shares — an estimated $9.39K sold.

Van Hulzen Asset Management first reported a position in SWK in Q3 2018 and held it in 8 quarters. The position peaked at $450K in Q4 2019. 746 funds tracked by Wall St. Rank hold SWK as of Q1 2025.

Van Hulzen Asset Management reported no remaining Stanley Black & Decker position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 117 Stanley Black & Decker shares in Q1 2025, an estimated $9.39K.
Van Hulzen Asset Management first reported a position in Stanley Black & Decker in Q3 2018 and held it in 8 quarters.
Van Hulzen Asset Management's Stanley Black & Decker position peaked at $450K in Q4 2019.
746 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.