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Waldron Private Wealth’s Stanley Black & Decker SWK Stock Holding History

Waldron Private Wealth’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
-538
Closed -$59.3K – 487
2024
Q3 		$59.3K Buy
+538
New +$51.6K ﹤0.01% 434

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

Waldron Private Wealth's SWK Position: Q4 2024 in Review

Waldron Private Wealth sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 538 shares — an estimated $59.3K sold.

Waldron Private Wealth first reported a position in SWK in Q3 2024 and held it in 1 quarter. The position peaked at $59.3K in Q3 2024. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

  • Waldron Private Wealth reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 538 Stanley Black & Decker shares in Q4 2024, an estimated $59.3K.
  • Waldron Private Wealth first reported a position in Stanley Black & Decker in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's Stanley Black & Decker position peaked at $59.3K in Q3 2024.
  • 767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.