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Aureus Asset Management’s Stanley Black & Decker SWK Stock Holding History

Aureus Asset 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
2017
Q1 		– Sell
-58,885
Closed -$6.75M – 191
2016
Q4 		$6.75M Buy
+58,885
New +$7.02M 1.32% 36

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Aureus Asset Management's SWK Position: Q1 2017 in Review

Aureus Asset Management sold out of Stanley Black & Decker (SWK) in Q1 2017, closing a stake of 58,885 shares — an estimated $6.75M sold.

Aureus Asset Management first reported a position in SWK in Q4 2016 and held it in 1 quarter. The position peaked at $6.75M in Q4 2016. 669 funds tracked by Wall St. Rank hold SWK as of Q1 2017.

  • Aureus Asset Management reported no remaining Stanley Black & Decker position as of Q1 2017 after selling out during the quarter.
  • Aureus Asset Management sold 58,885 Stanley Black & Decker shares in Q1 2017, an estimated $6.75M.
  • Aureus Asset Management first reported a position in Stanley Black & Decker in Q4 2016 and held it in 1 quarter.
  • Aureus Asset Management's Stanley Black & Decker position peaked at $6.75M in Q4 2016.
  • 669 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2017.

Based on Aureus Asset Management's 13F filing for Q1 2017, filed 12 May 2017.