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Beese Fulmer Investment Management’s Stanley Black & Decker SWK Stock Holding History

Beese Fulmer Investment 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
2020
Q3 		– Sell
-45
Closed -$6K – 498
2020
Q2 		$6K Buy
+45
New +$5.43K ﹤0.01% 518

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Beese Fulmer Investment Management's SWK Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Stanley Black & Decker (SWK) in Q3 2020, closing a stake of 45 shares — an estimated $6K sold.

Beese Fulmer Investment Management first reported a position in SWK in Q2 2020 and held it in 1 quarter. The position peaked at $6K in Q2 2020. 766 funds tracked by Wall St. Rank hold SWK as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Stanley Black & Decker position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 45 Stanley Black & Decker shares in Q3 2020, an estimated $6K.
  • Beese Fulmer Investment Management first reported a position in Stanley Black & Decker in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Stanley Black & Decker position peaked at $6K in Q2 2020.
  • 766 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.