Western Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Western Wealth 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
2024 Q1	–	Sell	-9,806	Closed	-$962K	–	719
2023 Q4	$962K	Sell	9,806 -10	-0.1%	-$880	0.07%	284
2023 Q3	$820K	Buy	9,816 +584	+6%	+$54.1K	0.07%	289
2023 Q2	$865K	Buy	9,232 +1,125	+14%	+$93.1K	0.07%	272
2023 Q1	$653K	Buy	8,107 +4,562	+129%	+$384K	0.06%	312
2022 Q4	$266K	Sell	3,545 -1,288	-27%	-$101K	0.03%	495
2022 Q3	$378K	Buy	4,833 +106	+2%	+$10.2K	0.02%	575
2022 Q2	$518K	Buy	4,727 +611	+15%	+$75.2K	0.03%	463
2022 Q1	$576K	Buy	+4,116	New	+$680K	0.03%	487
2021 Q2	$718K	Buy	+3,490	New	+$724K	0.07%	277

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Western Wealth Management's SWK Position: Q1 2024 in Review

Western Wealth Management sold out of Stanley Black & Decker (SWK) in Q1 2024, closing a stake of 9,806 shares — an estimated $962K sold.

Western Wealth Management first reported a position in SWK in Q2 2021 and held it in 9 quarters. The position peaked at $962K in Q4 2023. 783 funds tracked by Wall St. Rank hold SWK as of Q1 2024.

Western Wealth Management reported no remaining Stanley Black & Decker position as of Q1 2024 after selling out during the quarter.
Western Wealth Management sold 9,806 Stanley Black & Decker shares in Q1 2024, an estimated $962K.
Western Wealth Management first reported a position in Stanley Black & Decker in Q2 2021 and held it in 9 quarters.
Western Wealth Management's Stanley Black & Decker position peaked at $962K in Q4 2023.
783 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2024.

Based on Western Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.