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Wealth Quarterback’s Stanley Black & Decker SWK Stock Holding History

Wealth Quarterback’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
Q1 		– Sell
-8,027
Closed -$787K – 126
2023
Q4 		$787K Buy
8,027
+814
+11% +$71.7K 0.48% 49
2023
Q3 		$603K Buy
7,213
+854
+13% +$79.1K 0.52% 49
2023
Q2 		$596K Buy
6,359
+766
+14% +$63.4K 0.41% 49
2023
Q1 		$451K Buy
5,593
+967
+21% +$81.4K 0.38% 64
2022
Q4 		$347K Buy
4,626
+248
+6% +$19.4K 0.29% 76
2022
Q3 		$329K Buy
4,378
+51
+1% +$4.91K 0.35% 72
2022
Q2 		$454K Buy
+4,327
New +$532K 0.35% 63
2021
Q3 		$19K Buy
106
+1
+1% +$195 0.01% 371
2021
Q2 		$22K Buy
+105
New +$21.8K 0.01% 335
2020
Q2 		– Sell
-197
Closed -$19.7K – 682
2020
Q1 		$19.7K Sell
197
-24,202
-99% -$3.46M 0.02% 340
2019
Q4 		$15.6K Buy
+24,399
New +$3.78M 0.01% 410

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealth Quarterback's SWK Position: Q1 2024 in Review

Wealth Quarterback sold out of Stanley Black & Decker (SWK) in Q1 2024, closing a stake of 8,027 shares — an estimated $787K sold.

Wealth Quarterback first reported a position in SWK in Q4 2019 and held it in 11 quarters. The position peaked at $787K in Q4 2023. 784 funds tracked by Wall St. Rank hold SWK as of Q1 2024.

  • Wealth Quarterback reported no remaining Stanley Black & Decker position as of Q1 2024 after selling out during the quarter.
  • Wealth Quarterback sold 8,027 Stanley Black & Decker shares in Q1 2024, an estimated $787K.
  • Wealth Quarterback first reported a position in Stanley Black & Decker in Q4 2019 and held it in 11 quarters.
  • Wealth Quarterback's Stanley Black & Decker position peaked at $787K in Q4 2023.
  • 784 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2024.

Based on Wealth Quarterback's 13F filing for Q1 2024, filed 9 May 2024.