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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Advisor Group's SWK Position: Q4 2019 in Review

Advisor Group increased its Stanley Black & Decker (SWK) stake by 5.7% in Q4 2019, buying an estimated $109K and bringing the position to 13,070 shares worth $2.17M. The position accounts for 0.02% of the portfolio, ranked #772.

Advisor Group first reported a position in SWK in Q2 2016 and has held it in 15 quarters since. 802 funds tracked by Wall St. Rank hold SWK as of Q4 2019.

  • Advisor Group held 13,070 shares of Stanley Black & Decker worth $2.17M as of Q4 2019.
  • Advisor Group bought 707 Stanley Black & Decker shares in Q4 2019, an estimated $109K.
  • Stanley Black & Decker made up 0.02% of Advisor Group's portfolio in Q4 2019, its #772 holding.
  • Advisor Group first reported a position in Stanley Black & Decker in Q2 2016 and has held it in 15 quarters since.
  • 802 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.