Advisor Group’s Stanley Black & Decker SWK Stock Holding History

Advisor Group’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
2019 Q4	$2.17M	Buy	13,070 +707	+6%	+$109K	0.02%	772
2019 Q3	$1.79M	Buy	12,363 +1,827	+17%	+$258K	0.01%	809
2019 Q2	$1.52M	Buy	10,536 +837	+9%	+$118K	0.01%	892
2019 Q1	$1.32M	Buy	9,699 +2,367	+32%	+$309K	0.01%	934
2018 Q4	$877K	Buy	7,332 +2,764	+61%	+$345K	0.01%	1012
2018 Q3	$669K	Sell	4,568 -12	-0.3%	-$1.71K	0.01%	1257
2018 Q2	$609K	Sell	4,580 -3,083	-40%	-$444K	0.01%	1171
2018 Q1	$1.17M	Buy	7,663 +747	+11%	+$121K	0.02%	781
2017 Q4	$1.18M	Buy	6,916 +748	+12%	+$122K	0.02%	795
2017 Q3	$931K	Buy	6,168 +78	+1%	+$11.2K	0.01%	841
2017 Q2	$856K	Sell	6,090 -3,618	-37%	-$496K	0.02%	833
2017 Q1	$1.29M	Buy	9,708 +1,566	+19%	+$196K	0.03%	605
2016 Q4	$934K	Buy	8,142 +5,320	+189%	+$634K	0.02%	685
2016 Q3	$347K	Buy	2,822 +86	+3%	+$10.4K	0.01%	1185
2016 Q2	$302K	Buy	+2,736	New	+$304K	0.01%	1202

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Geode Capital Management

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