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Vantage Consulting Group’s Stanley Black & Decker SWK Stock Holding History

Vantage Consulting Group’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
-2,789
Closed -$223K – 157
2024
Q2 		$223K Buy
2,789
+193
+7% +$17K 0.17% 159
2024
Q1 		$254K Buy
2,596
+76
+3% +$7K 0.16% 106
2023
Q4 		$247K Sell
2,520
-191
-7% -$16.8K 0.17% 124
2023
Q3 		$227K Buy
2,711
+542
+25% +$50.2K 0.15% 147
2023
Q2 		$203K Buy
+2,169
New +$180K 0.12% 200
2022
Q1 		– Sell
-1,063
Closed -$201K – 231
2021
Q4 		$201K Buy
+1,063
New +$196K 0.05% 223
2021
Q1 		– Sell
-510
Closed -$91K – 1388
2020
Q4 		$91K Buy
+510
New +$90.4K 0.01% 217

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

Vantage Consulting Group's SWK Position: Q3 2024 in Review

Vantage Consulting Group sold out of Stanley Black & Decker (SWK) in Q3 2024, closing a stake of 2,789 shares — an estimated $223K sold.

Vantage Consulting Group first reported a position in SWK in Q4 2020 and held it in 7 quarters. The position peaked at $254K in Q1 2024. 800 funds tracked by Wall St. Rank hold SWK as of Q3 2024.

  • Vantage Consulting Group reported no remaining Stanley Black & Decker position as of Q3 2024 after selling out during the quarter.
  • Vantage Consulting Group sold 2,789 Stanley Black & Decker shares in Q3 2024, an estimated $223K.
  • Vantage Consulting Group first reported a position in Stanley Black & Decker in Q4 2020 and held it in 7 quarters.
  • Vantage Consulting Group's Stanley Black & Decker position peaked at $254K in Q1 2024.
  • 800 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2024.

Based on Vantage Consulting Group's 13F filing for Q3 2024, filed 14 Nov 2024.