Cumberland Partners’s Stanley Black & Decker SWK Stock Holding History

Cumberland 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 Q2	–	Sell	-20,151	Closed	-$2.02M	–	174
2020 Q1	$2.02M	Sell	20,151 -1,542	-7%	-$220K	0.24%	79
2019 Q4	$3.6M	Hold	21,693	–	–	0.32%	67
2019 Q3	$3.13M	Sell	21,693 -150	-0.7%	-$21.2K	0.3%	67
2019 Q2	$3.16M	Hold	21,843	–	–	0.3%	70
2019 Q1	$2.97M	Hold	21,843	–	–	0.3%	72
2018 Q4	$2.62M	Hold	21,843	–	–	0.3%	68
2018 Q3	$3.2M	Hold	21,843	–	–	0.31%	68
2018 Q2	$2.9M	Buy	+21,843	New	+$3.14M	0.29%	66
2016 Q3	–	Sell	-2,539	Closed	-$282K	–	66
2016 Q2	$282K	Hold	2,539	–	–	0.04%	51
2016 Q1	$267K	Sell	2,539 -500	-16%	-$48.5K	0.04%	50
2015 Q4	$324K	Hold	3,039	–	–	0.04%	54
2015 Q3	$295K	Buy	3,039 +389	+15%	+$40.1K	0.04%	58
2015 Q2	$279K	Buy	+2,650	New	+$270K	0.03%	54

Other funds holding SWK

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cumberland Partners's SWK Position: Q2 2020 in Review

Cumberland Partners sold out of Stanley Black & Decker (SWK) in Q2 2020, closing a stake of 20,151 shares — an estimated $2.02M sold.

Cumberland Partners first reported a position in SWK in Q2 2015 and held it in 13 quarters. The position peaked at $3.6M in Q4 2019. 753 funds tracked by Wall St. Rank hold SWK as of Q2 2020.

Cumberland Partners reported no remaining Stanley Black & Decker position as of Q2 2020 after selling out during the quarter.
Cumberland Partners sold 20,151 Stanley Black & Decker shares in Q2 2020, an estimated $2.02M.
Cumberland Partners first reported a position in Stanley Black & Decker in Q2 2015 and held it in 13 quarters.
Cumberland Partners's Stanley Black & Decker position peaked at $3.6M in Q4 2019.
753 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2020.

Based on Cumberland Partners's 13F filing for Q2 2020, filed 4 Aug 2020.