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

Berry 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	$748K	Sell	4,190 -324	-7%	-$57.5K	0.34%	54
2020 Q3	$732K	Hold	4,514	–	–	0.39%	52
2020 Q2	$629K	Hold	4,514	–	–	0.39%	53
2020 Q1	$451K	Hold	4,514	–	–	0.34%	56
2019 Q4	$748K	Buy	+4,514	New	+$699K	0.4%	53

Other funds holding SWK

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berry Group's SWK Position: Q4 2020 in Review

Berry Group reduced its Stanley Black & Decker (SWK) stake by 7.2% in Q4 2020, selling an estimated $57.5K and leaving 4,190 shares worth $748K. The position accounts for 0.34% of the portfolio, ranked #54.

Berry Group first reported a position in SWK in Q4 2019 and has held it in 5 quarters since. 862 funds tracked by Wall St. Rank hold SWK as of Q4 2020.

Berry Group held 4,190 shares of Stanley Black & Decker worth $748K as of Q4 2020.
Berry Group sold 324 Stanley Black & Decker shares in Q4 2020, an estimated $57.5K.
Stanley Black & Decker made up 0.34% of Berry Group's portfolio in Q4 2020, its #54 holding.
Berry Group first reported a position in Stanley Black & Decker in Q4 2019 and has held it in 5 quarters since.
862 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.