Clinton Group’s Stanley Black & Decker SWK Stock Holding History

Clinton Group’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 Q1	–	Sell	-6,955	Closed	-$1.18M	–	497
2017 Q4	$1.18M	Buy	+6,955	New	+$1.14M	0.11%	241
2017 Q2	–	Sell	-4,887	Closed	-$649K	–	853
2017 Q1	$649K	Sell	4,887 -114,103	-96%	-$14.3M	0.04%	562
2016 Q4	$13.6M	Buy	118,990 +99,499	+510%	+$11.9M	0.79%	10
2016 Q3	$2.4M	Buy	19,491 +10,260	+111%	+$1.24M	0.11%	250
2016 Q2	$1.03M	Buy	+9,231	New	+$1.03M	0.05%	472
2016 Q1	–	Sell	-9,731	Closed	-$1.04M	–	1001
2015 Q4	$1.04M	Sell	9,731 -3,778	-28%	-$398K	0.08%	348
2015 Q3	$1.31M	Buy	+13,509	New	+$1.39M	0.12%	225
2014 Q1	–	Sell	-8,097	Closed	-$653K	–	439
2013 Q4	$653K	Buy	+8,097	New	+$663K	0.22%	124

Other funds holding SWK

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return