BlackRock Institutional Trust’s Stanley Black & Decker SWK Stock Holding History

BlackRock Institutional 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
2016 Q4	$465M	Buy	4,055,882 +153,630	+4%	+$18.3M	0.07%	285
2016 Q3	$480M	Buy	3,902,252 +29,512	+0.8%	+$3.56M	0.07%	268
2016 Q2	$431M	Sell	3,872,740 -250,316	-6%	-$27.8M	0.07%	283
2016 Q1	$434M	Sell	4,123,056 -1,240,024	-23%	-$120M	0.07%	279
2015 Q4	$572M	Sell	5,363,080 -157,429	-3%	-$16.6M	0.09%	215
2015 Q3	$535M	Buy	5,520,509 +784,461	+17%	+$80.8M	0.09%	218
2015 Q2	$498M	Sell	4,736,048 -95,390	-2%	-$9.72M	0.08%	251
2015 Q1	$461M	Buy	4,831,438 +70,979	+1%	+$6.79M	0.07%	279
2014 Q4	$457M	Buy	4,760,459 +552,980	+13%	+$51M	0.07%	273
2014 Q3	$374M	Buy	4,207,479 +156,382	+4%	+$14M	0.06%	306
2014 Q2	$356M	Sell	4,051,097 -21,000	-0.5%	-$1.79M	0.06%	334
2014 Q1	$331M	Sell	4,072,097 -177,580	-4%	-$14.2M	0.06%	339
2013 Q4	$343M	Buy	4,249,677 +113,544	+3%	+$9.3M	0.06%	315
2013 Q3	$375M	Sell	4,136,133 -215,072	-5%	-$18.4M	0.07%	269
2013 Q2	$336M	Buy	+4,351,205	New	+$341M	0.07%	292

Other funds holding SWK

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BlackRock Institutional Trust's SWK Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Stanley Black & Decker (SWK) stake by 3.9% in Q4 2016, buying an estimated $18.3M and bringing the position to 4,055,882 shares worth $465M. The position accounts for 0.07% of the portfolio, ranked #285.

BlackRock Institutional Trust first reported a position in SWK in Q2 2013 and has held it in 15 quarters since. The position peaked at $572M in Q4 2015. 661 funds tracked by Wall St. Rank hold SWK as of Q4 2016.

BlackRock Institutional Trust held 4,055,882 shares of Stanley Black & Decker worth $465M as of Q4 2016.
BlackRock Institutional Trust bought 153,630 Stanley Black & Decker shares in Q4 2016, an estimated $18.3M.
Stanley Black & Decker made up 0.07% of BlackRock Institutional Trust's portfolio in Q4 2016, its #285 holding.
BlackRock Institutional Trust first reported a position in Stanley Black & Decker in Q2 2013 and has held it in 15 quarters since.
BlackRock Institutional Trust's Stanley Black & Decker position peaked at $572M in Q4 2015.
661 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.