DF Dent & Co’s Stanley Black & Decker SWK Stock Holding History

DF Dent & Co’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	-1,710	Closed	-$283K	–	219
2019 Q4	$283K	Hold	1,710	–	–	﹤0.01%	195
2019 Q3	$247K	Sell	1,710 -300	-15%	-$42.4K	﹤0.01%	197
2019 Q2	$291K	Hold	2,010	–	–	0.01%	191
2019 Q1	$274K	Hold	2,010	–	–	0.01%	198
2018 Q4	$241K	Hold	2,010	–	–	0.01%	209
2018 Q3	$294K	Hold	2,010	–	–	0.01%	219
2018 Q2	$267K	Hold	2,010	–	–	0.01%	219
2018 Q1	$308K	Buy	+2,010	New	+$326K	0.01%	215

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

AAMU

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DF Dent & Co's SWK Position: Q1 2020 in Review

DF Dent & Co sold out of Stanley Black & Decker (SWK) in Q1 2020, closing a stake of 1,710 shares — an estimated $283K sold.

DF Dent & Co first reported a position in SWK in Q1 2018 and held it in 8 quarters. The position peaked at $308K in Q1 2018. 715 funds tracked by Wall St. Rank hold SWK as of Q1 2020.

DF Dent & Co reported no remaining Stanley Black & Decker position as of Q1 2020 after selling out during the quarter.
DF Dent & Co sold 1,710 Stanley Black & Decker shares in Q1 2020, an estimated $283K.
DF Dent & Co first reported a position in Stanley Black & Decker in Q1 2018 and held it in 8 quarters.
DF Dent & Co's Stanley Black & Decker position peaked at $308K in Q1 2018.
715 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2020.

Based on DF Dent & Co's 13F filing for Q1 2020, filed 15 May 2020.