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Cedar Brook Financial Partners’s Stanley Black & Decker SWK Stock Holding History

Cedar Brook Financial Partners’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
Q1 		– Sell
-2,361
Closed -$391K – 296
2019
Q4 		$391K Hold
2,361
– – 0.17% 166
2019
Q3 		$341K Buy
2,361
+49
+2% +$6.92K 0.15% 191
2019
Q2 		$334K Hold
2,312
– – 0.15% 190
2019
Q1 		$315K Hold
2,312
– – 0.15% 195
2018
Q4 		$277K Buy
+2,312
New +$289K 0.17% 179

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cedar Brook Financial Partners's SWK Position: Q1 2020 in Review

Cedar Brook Financial Partners sold out of Stanley Black & Decker (SWK) in Q1 2020, closing a stake of 2,361 shares — an estimated $391K sold.

Cedar Brook Financial Partners first reported a position in SWK in Q4 2018 and held it in 5 quarters. The position peaked at $391K in Q4 2019. 715 funds tracked by Wall St. Rank hold SWK as of Q1 2020.

  • Cedar Brook Financial Partners reported no remaining Stanley Black & Decker position as of Q1 2020 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 2,361 Stanley Black & Decker shares in Q1 2020, an estimated $391K.
  • Cedar Brook Financial Partners first reported a position in Stanley Black & Decker in Q4 2018 and held it in 5 quarters.
  • Cedar Brook Financial Partners's Stanley Black & Decker position peaked at $391K in Q4 2019.
  • 715 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2020.

Based on Cedar Brook Financial Partners's 13F filing for Q1 2020, filed 7 May 2020.