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Boston Advisors’s Stanley Black & Decker SWK Stock Holding History

Boston Advisors’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
2019
Q3 		$610K Hold
4,225
– – 0.03% 438
2019
Q2 		$611K Sell
4,225
-1,946
-32% -$274K 0.03% 449
2019
Q1 		$840K Sell
6,171
-250
-4% -$32.6K 0.04% 374
2018
Q4 		$769K Sell
6,421
-380
-6% -$47.4K 0.04% 378
2018
Q3 		$996K Sell
6,801
-460
-6% -$65.5K 0.04% 379
2018
Q2 		$964K Sell
7,261
-751
-9% -$108K 0.02% 383
2018
Q1 		$1.23M Sell
8,012
-3,900
-33% -$633K 0.03% 330
2017
Q4 		$2.02M Sell
11,912
-140,765
-92% -$23M 0.04% 280
2017
Q3 		$23.1M Sell
152,677
-670
-0.4% -$96.3K 0.52% 50
2017
Q2 		$21.6M Buy
153,347
+26,095
+21% +$3.58M 0.5% 49
2017
Q1 		$16.9M Sell
127,252
-7,436
-6% -$933K 0.4% 73
2016
Q4 		$15.4M Buy
134,688
+1,571
+1% +$187K 0.37% 79
2016
Q3 		$16.4M Buy
133,117
+124,249
+1,401% +$15M 0.4% 82
2016
Q2 		$986K Buy
8,868
+363
+4% +$40.4K 0.02% 350
2016
Q1 		$895K Sell
8,505
-145,050
-94% -$14.1M 0.02% 342
2015
Q4 		$16.4M Buy
153,555
+150,555
+5,019% +$15.9M 0.38% 76
2015
Q3 		$291K Hold
3,000
– – 0.01% 667
2015
Q2 		$316K Hold
3,000
– – 0.01% 589
2015
Q1 		$286K Hold
3,000
– – 0.01% 587
2014
Q4 		$288K Hold
3,000
– – 0.01% 482
2014
Q3 		$266K Hold
3,000
– – 0.01% 496
2014
Q2 		$263K Hold
3,000
– – 0.01% 520
2014
Q1 		$244K Buy
3,000
+400
+15% +$32.1K 0.01% 516
2013
Q4 		$210K Sell
2,600
-300
-10% -$24.6K 0.01% 555
2013
Q3 		$263K Hold
2,900
– – 0.01% 462
2013
Q2 		$224K Buy
+2,900
New +$227K 0.01% 489

Other funds holding SWK

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Boston Advisors's SWK Position: Q3 2019 in Review

Boston Advisors held its Stanley Black & Decker (SWK) position steady in Q3 2019 at 4,225 shares worth $610K. The position accounts for 0.03% of the portfolio, ranked #438.

Boston Advisors first reported a position in SWK in Q2 2013 and has held it in 26 quarters since. The position peaked at $23.1M in Q3 2017. 732 funds tracked by Wall St. Rank hold SWK as of Q3 2019.

  • Boston Advisors held 4,225 shares of Stanley Black & Decker worth $610K as of Q3 2019.
  • Boston Advisors left its Stanley Black & Decker share count unchanged in Q3 2019.
  • Stanley Black & Decker made up 0.03% of Boston Advisors's portfolio in Q3 2019, its #438 holding.
  • Boston Advisors first reported a position in Stanley Black & Decker in Q2 2013 and has held it in 26 quarters since.
  • Boston Advisors's Stanley Black & Decker position peaked at $23.1M in Q3 2017.
  • 732 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.