WI
SWK icon

Wintrust Investments’s Stanley Black & Decker SWK Stock Holding History

Wintrust Investments’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
-267
Closed -$29K – 503
2024
Q3 		$29K Sell
267
-2,408
-90% -$231K 0.02% 412
2024
Q2 		$214K Buy
2,675
+350
+15% +$30.8K 0.02% 442
2024
Q1 		$228K Buy
2,325
+100
+4% +$9.22K 0.02% 429
2023
Q4 		$218K Sell
2,225
-175
-7% -$15.4K 0.02% 413
2023
Q3 		$201K Hold
2,400
– – 0.02% 391
2023
Q2 		$225K Buy
+2,400
New +$199K 0.02% 390
2022
Q1 		– Sell
-1,100
Closed -$207K – 439
2021
Q4 		$207K Buy
+1,100
New +$203K 0.02% 402
2021
Q3 		– Sell
-1,100
Closed -$225K – 387
2021
Q2 		$225K Hold
1,100
– – 0.02% 391
2021
Q1 		$220K Buy
+1,100
New +$199K 0.02% 377

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wintrust Investments's SWK Position: Q4 2024 in Review

Wintrust Investments sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 267 shares — an estimated $29K sold.

Wintrust Investments first reported a position in SWK in Q1 2021 and held it in 9 quarters. The position peaked at $228K in Q1 2024. 768 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

  • Wintrust Investments reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 267 Stanley Black & Decker shares in Q4 2024, an estimated $29K.
  • Wintrust Investments first reported a position in Stanley Black & Decker in Q1 2021 and held it in 9 quarters.
  • Wintrust Investments's Stanley Black & Decker position peaked at $228K in Q1 2024.
  • 768 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.