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Biltmore Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Biltmore Wealth 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
Q2 		– Sell
-2,490
Closed -$413K – 57
2020
Q1 		$413K Hold
2,490
– – 0.2% 34
2019
Q4 		$413K Buy
2,490
+131
+6% +$20.3K 0.2% 34
2019
Q3 		$341K Sell
2,359
-164
-7% -$23.2K 0.17% 41
2019
Q2 		$365K Buy
+2,523
New +$356K 0.18% 36

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Biltmore Wealth Management's SWK Position: Q2 2020 in Review

Biltmore Wealth Management sold out of Stanley Black & Decker (SWK) in Q2 2020, closing a stake of 2,490 shares — an estimated $413K sold.

Biltmore Wealth Management first reported a position in SWK in Q2 2019 and held it in 4 quarters. The position peaked at $413K in Q1 2020. 753 funds tracked by Wall St. Rank hold SWK as of Q2 2020.

  • Biltmore Wealth Management reported no remaining Stanley Black & Decker position as of Q2 2020 after selling out during the quarter.
  • Biltmore Wealth Management sold 2,490 Stanley Black & Decker shares in Q2 2020, an estimated $413K.
  • Biltmore Wealth Management first reported a position in Stanley Black & Decker in Q2 2019 and held it in 4 quarters.
  • Biltmore Wealth Management's Stanley Black & Decker position peaked at $413K in Q1 2020.
  • 753 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2020.

Based on Biltmore Wealth Management's 13F filing for Q2 2020, filed 13 Jul 2020.