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Almanack Investment Partners’s Stanley Black & Decker SWK Stock Holding History

Almanack Investment Partners’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
2018
Q2 		– Sell
-826
Closed -$127K – 173
2018
Q1 		$127K Buy
+826
New +$134K 0.05% 151

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Almanack Investment Partners's SWK Position: Q2 2018 in Review

Almanack Investment Partners sold out of Stanley Black & Decker (SWK) in Q2 2018, closing a stake of 826 shares — an estimated $127K sold.

Almanack Investment Partners first reported a position in SWK in Q1 2018 and held it in 1 quarter. The position peaked at $127K in Q1 2018. 747 funds tracked by Wall St. Rank hold SWK as of Q2 2018.

  • Almanack Investment Partners reported no remaining Stanley Black & Decker position as of Q2 2018 after selling out during the quarter.
  • Almanack Investment Partners sold 826 Stanley Black & Decker shares in Q2 2018, an estimated $127K.
  • Almanack Investment Partners first reported a position in Stanley Black & Decker in Q1 2018 and held it in 1 quarter.
  • Almanack Investment Partners's Stanley Black & Decker position peaked at $127K in Q1 2018.
  • 747 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2018.

Based on Almanack Investment Partners's 13F filing for Q2 2018, filed 15 Aug 2018.