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Aperio Group’s Stanley Black & Decker SWK Stock Holding History

Aperio 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
2020
Q4 		$15.1M Sell
84,496
-634
-0.7% -$112K 0.04% 411
2020
Q3 		$13.8M Buy
85,130
+4,236
+5% +$659K 0.05% 371
2020
Q2 		$11.3M Sell
80,894
-9,323
-10% -$1.12M 0.04% 420
2020
Q1 		$9.02M Sell
90,217
-22,917
-20% -$3.27M 0.04% 444
2019
Q4 		$18.8M Sell
113,134
-641
-0.6% -$99.3K 0.07% 315
2019
Q3 		$16.4M Sell
113,775
-3,552
-3% -$502K 0.06% 325
2019
Q2 		$17M Buy
117,327
+704
+0.6% +$99.2K 0.07% 319
2019
Q1 		$15.9M Buy
116,623
+8,331
+8% +$1.09M 0.07% 323
2018
Q4 		$13M Sell
108,292
-998
-0.9% -$125K 0.07% 327
2018
Q3 		$16M Buy
109,290
+8,269
+8% +$1.18M 0.07% 310
2018
Q2 		$13.4M Sell
101,021
-5,961
-6% -$858K 0.06% 348
2018
Q1 		$16.4M Sell
106,982
-7,711
-7% -$1.25M 0.08% 286
2017
Q4 		$19.5M Buy
114,693
+5,962
+5% +$976K 0.1% 241
2017
Q3 		$16.4M Buy
108,731
+3,850
+4% +$554K 0.09% 263
2017
Q2 		$14.8M Buy
104,881
+6,902
+7% +$947K 0.09% 265
2017
Q1 		$13M Buy
97,979
+313
+0.3% +$39.3K 0.09% 264
2016
Q4 		$11.2M Sell
97,666
-5,901
-6% -$703K 0.09% 274
2016
Q3 		$12.7M Buy
103,567
+4,304
+4% +$520K 0.09% 259
2016
Q2 		$11M Buy
99,263
+28,576
+40% +$3.18M 0.09% 274
2016
Q1 		$7.44M Sell
70,687
-2,504
-3% -$243K 0.06% 349
2015
Q4 		$7.81M Buy
73,191
+7,822
+12% +$825K 0.07% 317
2015
Q3 		$6.34M Buy
65,369
+5,521
+9% +$569K 0.06% 357
2015
Q2 		$6.3M Buy
59,848
+5,559
+10% +$566K 0.07% 347
2015
Q1 		$5.18M Buy
54,289
+5,929
+12% +$568K 0.06% 401
2014
Q4 		$4.65M Buy
48,360
+2,763
+6% +$255K 0.06% 400
2014
Q3 		$4.05M Buy
45,597
+3,446
+8% +$308K 0.05% 408
2014
Q2 		$3.7M Buy
42,151
+865
+2% +$73.7K 0.05% 417
2014
Q1 		$3.35M Buy
+41,286
New +$3.31M 0.05% 506
2013
Q4 		– Sell
-37,464
Closed -$3.07M – 480
2013
Q3 		$3.39M Buy
37,464
+6,789
+22% +$582K 0.07% 388
2013
Q2 		$2.37M Buy
+30,675
New +$2.4M 0.06% 437

Other funds holding SWK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aperio Group's SWK Position: Q4 2020 in Review

Aperio Group reduced its Stanley Black & Decker (SWK) stake by 0.74% in Q4 2020, selling an estimated $112K and leaving 84,496 shares worth $15.1M. The position accounts for 0.04% of the portfolio, ranked #411.

Aperio Group first reported a position in SWK in Q2 2013 and has held it in 30 quarters since. The position peaked at $19.5M in Q4 2017. 863 funds tracked by Wall St. Rank hold SWK as of Q4 2020.

  • Aperio Group held 84,496 shares of Stanley Black & Decker worth $15.1M as of Q4 2020.
  • Aperio Group sold 634 Stanley Black & Decker shares in Q4 2020, an estimated $112K.
  • Stanley Black & Decker made up 0.04% of Aperio Group's portfolio in Q4 2020, its #411 holding.
  • Aperio Group first reported a position in Stanley Black & Decker in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Stanley Black & Decker position peaked at $19.5M in Q4 2017.
  • 863 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.