Alta Capital Management’s Stanley Black & Decker SWK Stock Holding History

Alta Capital Management’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	–	Sell	-2,364	Closed	-$341K	–	102
2019 Q3	$341K	Hold	2,364	–	–	0.02%	75
2019 Q2	$341K	Hold	2,364	–	–	0.02%	76
2019 Q1	$321K	Hold	2,364	–	–	0.02%	74
2018 Q4	$283K	Hold	2,364	–	–	0.02%	75
2018 Q3	$346K	Hold	2,364	–	–	0.02%	72
2018 Q2	$317K	Hold	2,364	–	–	0.02%	70
2018 Q1	$362K	Buy	+2,364	New	+$384K	0.02%	64
2017 Q4	–	Sell	-2,364	Closed	-$356K	–	83
2017 Q3	$356K	Hold	2,364	–	–	0.02%	66
2017 Q2	$332K	Hold	2,364	–	–	0.02%	67
2017 Q1	$314K	Hold	2,364	–	–	0.02%	70
2016 Q4	$271K	Hold	2,364	–	–	0.02%	77
2016 Q3	$290K	Sell	2,364 -684	-22%	-$82.6K	0.02%	77
2016 Q2	$338K	Sell	3,048 -422	-12%	-$46.9K	0.02%	74
2016 Q1	$365K	Hold	3,470	–	–	0.02%	81
2015 Q4	$370K	Hold	3,470	–	–	0.03%	81
2015 Q3	$336K	Hold	3,470	–	–	0.03%	82
2015 Q2	$365K	Buy	+3,470	New	+$354K	0.03%	83

Other funds holding SWK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Alta Capital Management's SWK Position: Q4 2019 in Review

Alta Capital Management sold out of Stanley Black & Decker (SWK) in Q4 2019, closing a stake of 2,364 shares — an estimated $341K sold.

Alta Capital Management first reported a position in SWK in Q2 2015 and held it in 17 quarters. The position peaked at $370K in Q4 2015. 802 funds tracked by Wall St. Rank hold SWK as of Q4 2019.

Alta Capital Management reported no remaining Stanley Black & Decker position as of Q4 2019 after selling out during the quarter.
Alta Capital Management sold 2,364 Stanley Black & Decker shares in Q4 2019, an estimated $341K.
Alta Capital Management first reported a position in Stanley Black & Decker in Q2 2015 and held it in 17 quarters.
Alta Capital Management's Stanley Black & Decker position peaked at $370K in Q4 2015.
802 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2019.

Based on Alta Capital Management's 13F filing for Q4 2019, filed 30 Jan 2020.