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Willis Johnson & Associates’s Stanley Black & Decker SWK Stock Holding History

Willis Johnson & Associates’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
-1,856
Closed -$204K – 178
2024
Q3 		$204K Buy
+1,856
New +$178K 0.02% 159

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

Willis Johnson & Associates's SWK Position: Q4 2024 in Review

Willis Johnson & Associates sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 1,856 shares — an estimated $204K sold.

Willis Johnson & Associates first reported a position in SWK in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

  • Willis Johnson & Associates reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
  • Willis Johnson & Associates sold 1,856 Stanley Black & Decker shares in Q4 2024, an estimated $204K.
  • Willis Johnson & Associates first reported a position in Stanley Black & Decker in Q3 2024 and held it in 1 quarter.
  • Willis Johnson & Associates's Stanley Black & Decker position peaked at $204K in Q3 2024.
  • 767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Willis Johnson & Associates's 13F filing for Q4 2024, filed 14 Feb 2025.