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Alera Investment Advisors’s Stanley Black & Decker SWK Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-111
Closed -$15K – 879
2019
Q1 		$15K Buy
111
+39
+54% +$5.09K 0.01% 370
2018
Q4 		$9K Buy
+72
New +$8.99K 0.01% 470

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Alera Investment Advisors's SWK Position: Q2 2019 in Review

Alera Investment Advisors sold out of Stanley Black & Decker (SWK) in Q2 2019, closing a stake of 111 shares — an estimated $15K sold.

Alera Investment Advisors first reported a position in SWK in Q4 2018 and held it in 2 quarters. The position peaked at $15K in Q1 2019. 730 funds tracked by Wall St. Rank hold SWK as of Q2 2019.

  • Alera Investment Advisors reported no remaining Stanley Black & Decker position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 111 Stanley Black & Decker shares in Q2 2019, an estimated $15K.
  • Alera Investment Advisors first reported a position in Stanley Black & Decker in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Stanley Black & Decker position peaked at $15K in Q1 2019.
  • 730 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.