ZF
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Zega Financial’s Stanley Black & Decker SWK Stock Holding History

Zega Financial’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
Q2 		– Sell
-2,200
Closed -$215K – 132
2024
Q1 		$215K Hold
2,200
– – 0.07% 97
2023
Q4 		$216K Buy
+2,200
New +$194K 0.07% 101

Other funds holding SWK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zega Financial's SWK Position: Q2 2024 in Review

Zega Financial sold out of Stanley Black & Decker (SWK) in Q2 2024, closing a stake of 2,200 shares — an estimated $215K sold.

Zega Financial first reported a position in SWK in Q4 2023 and held it in 2 quarters. The position peaked at $216K in Q4 2023. 727 funds tracked by Wall St. Rank hold SWK as of Q2 2024.

  • Zega Financial reported no remaining Stanley Black & Decker position as of Q2 2024 after selling out during the quarter.
  • Zega Financial sold 2,200 Stanley Black & Decker shares in Q2 2024, an estimated $215K.
  • Zega Financial first reported a position in Stanley Black & Decker in Q4 2023 and held it in 2 quarters.
  • Zega Financial's Stanley Black & Decker position peaked at $216K in Q4 2023.
  • 727 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2024.

Based on Zega Financial's 13F filing for Q2 2024, filed 12 Aug 2024.