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Beacon Trust’s Stanley Black & Decker SWK Stock Holding History

Beacon 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
2017
Q1 		$236K Hold
1,855
– – 0.04% 167
2016
Q4 		$213K Hold
1,855
– – 0.04% 171
2016
Q3 		$228K Hold
1,855
– – 0.04% 163
2016
Q2 		$206K Buy
+1,855
New +$206K 0.04% 172
2013
Q4 		– Sell
-2,355
Closed -$213K – 198
2013
Q3 		$213K Buy
+2,355
New +$202K 0.04% 173

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

Beacon Trust's SWK Position: Q1 2017 in Review

Beacon Trust held its Stanley Black & Decker (SWK) position steady in Q1 2017 at 1,855 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #167.

Beacon Trust first reported a position in SWK in Q3 2013 and has held it in 5 quarters since. 668 funds tracked by Wall St. Rank hold SWK as of Q1 2017.

  • Beacon Trust held 1,855 shares of Stanley Black & Decker worth $236K as of Q1 2017.
  • Beacon Trust left its Stanley Black & Decker share count unchanged in Q1 2017.
  • Stanley Black & Decker made up 0.04% of Beacon Trust's portfolio in Q1 2017, its #167 holding.
  • Beacon Trust first reported a position in Stanley Black & Decker in Q3 2013 and has held it in 5 quarters since.
  • 668 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2017.

Based on Beacon Trust's 13F filing for Q1 2017, filed 9 May 2017.