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Cavalier Investments’s Stanley Black & Decker SWK Stock Holding History

Cavalier Investments’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
2018
Q2 		– Sell
-2,500
Closed -$383K – 193
2018
Q1 		$383K Hold
2,500
– – 0.14% 114
2017
Q4 		$424K Buy
+2,500
New +$409K 0.17% 99

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Cavalier Investments's SWK Position: Q2 2018 in Review

Cavalier Investments sold out of Stanley Black & Decker (SWK) in Q2 2018, closing a stake of 2,500 shares — an estimated $383K sold.

Cavalier Investments first reported a position in SWK in Q4 2017 and held it in 2 quarters. The position peaked at $424K in Q4 2017. 747 funds tracked by Wall St. Rank hold SWK as of Q2 2018.

  • Cavalier Investments reported no remaining Stanley Black & Decker position as of Q2 2018 after selling out during the quarter.
  • Cavalier Investments sold 2,500 Stanley Black & Decker shares in Q2 2018, an estimated $383K.
  • Cavalier Investments first reported a position in Stanley Black & Decker in Q4 2017 and held it in 2 quarters.
  • Cavalier Investments's Stanley Black & Decker position peaked at $424K in Q4 2017.
  • 747 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2018.

Based on Cavalier Investments's 13F filing for Q2 2018, filed 3 Aug 2018.