Amica Retiree Medical Trust’s Stanley Black & Decker SWK Stock Holding History

Amica Retiree Medical Trust’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 Q3	–	Sell	-720	Closed	-$104K	–	385
2019 Q2	$104K	Hold	720	–	–	0.08%	254
2019 Q1	$98K	Hold	720	–	–	0.09%	258
2018 Q4	$86K	Hold	720	–	–	0.08%	257
2018 Q3	$105K	Hold	720	–	–	0.09%	243
2018 Q2	$96K	Hold	720	–	–	0.08%	251
2018 Q1	$110K	Sell	720 -1,864	-72%	-$303K	0.1%	234
2017 Q4	$438K	Hold	2,584	–	–	0.33%	86
2017 Q3	$390K	Hold	2,584	–	–	0.31%	97
2017 Q2	$364K	Hold	2,584	–	–	0.3%	109
2017 Q1	$343K	Hold	2,584	–	–	0.28%	112
2016 Q4	$296K	Hold	2,584	–	–	0.24%	128
2016 Q3	$318K	Hold	2,584	–	–	0.27%	102
2016 Q2	$287K	Hold	2,584	–	–	0.24%	116
2016 Q1	$272K	Hold	2,584	–	–	0.23%	122
2015 Q4	$276K	Hold	2,584	–	–	0.24%	118
2015 Q3	$251K	Hold	2,584	–	–	0.23%	129
2015 Q2	$272K	Hold	2,584	–	–	0.23%	131
2015 Q1	$246K	Hold	2,584	–	–	0.21%	146
2014 Q4	$248K	Hold	2,584	–	–	0.2%	144
2014 Q3	$229K	Hold	2,584	–	–	0.19%	147
2014 Q2	$227K	Hold	2,584	–	–	0.19%	153
2014 Q1	$210K	Hold	2,584	–	–	0.18%	159
2013 Q4	$209K	Buy	+2,584	New	+$212K	0.18%	153

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Amica Retiree Medical Trust's SWK Position: Q3 2019 in Review

Amica Retiree Medical Trust sold out of Stanley Black & Decker (SWK) in Q3 2019, closing a stake of 720 shares — an estimated $104K sold.

Amica Retiree Medical Trust first reported a position in SWK in Q4 2013 and held it in 23 quarters. The position peaked at $438K in Q4 2017. 733 funds tracked by Wall St. Rank hold SWK as of Q3 2019.

Amica Retiree Medical Trust reported no remaining Stanley Black & Decker position as of Q3 2019 after selling out during the quarter.
Amica Retiree Medical Trust sold 720 Stanley Black & Decker shares in Q3 2019, an estimated $104K.
Amica Retiree Medical Trust first reported a position in Stanley Black & Decker in Q4 2013 and held it in 23 quarters.
Amica Retiree Medical Trust's Stanley Black & Decker position peaked at $438K in Q4 2017.
733 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2019.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2019, filed 12 Nov 2019.