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Delphi Management’s Stanley Black & Decker SWK Stock Holding History

Delphi Management’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
2013
Q4 		– Sell
-78,215
Closed -$7.08M – 125
2013
Q3 		$7.08M Hold
78,215
– – 0.8% 71
2013
Q2 		$6.05M Buy
+78,215
New +$6.13M 0.72% 78

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Delphi Management's SWK Position: Q4 2013 in Review

Delphi Management sold out of Stanley Black & Decker (SWK) in Q4 2013, closing a stake of 78,215 shares — an estimated $7.08M sold.

Delphi Management first reported a position in SWK in Q2 2013 and held it in 2 quarters. The position peaked at $7.08M in Q3 2013. 529 funds tracked by Wall St. Rank hold SWK as of Q4 2013.

  • Delphi Management reported no remaining Stanley Black & Decker position as of Q4 2013 after selling out during the quarter.
  • Delphi Management sold 78,215 Stanley Black & Decker shares in Q4 2013, an estimated $7.08M.
  • Delphi Management first reported a position in Stanley Black & Decker in Q2 2013 and held it in 2 quarters.
  • Delphi Management's Stanley Black & Decker position peaked at $7.08M in Q3 2013.
  • 529 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2013.

Based on Delphi Management's 13F filing for Q4 2013, filed 8 Jan 2014.