Douglas C. Lane & Associates’s Stanley Black & Decker SWK Stock Holding History

Douglas C. Lane & Associates’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
2015 Q4	$11.7M	Sell	109,553 -7,224	-6%	-$762K	0.32%	97
2015 Q3	$11.3M	Buy	116,777 +615	+0.5%	+$63.3K	0.32%	98
2015 Q2	$12.2M	Sell	116,162 -3,828	-3%	-$390K	0.33%	95
2015 Q1	$11.4M	Buy	119,990 +75,972	+173%	+$7.27M	0.3%	97
2014 Q4	$4.23M	Buy	44,018 +38,113	+645%	+$3.52M	0.11%	121
2014 Q3	$524K	Buy	+5,905	New	+$528K	0.02%	163

Other funds holding SWK

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

FMI

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

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

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

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

Douglas C. Lane & Associates's SWK Position: Q4 2015 in Review

Douglas C. Lane & Associates reduced its Stanley Black & Decker (SWK) stake by 6.2% in Q4 2015, selling an estimated $762K and leaving 109,553 shares worth $11.7M. The position accounts for 0.32% of the portfolio, ranked #97.

Douglas C. Lane & Associates first reported a position in SWK in Q3 2014 and has held it in 6 quarters since. The position peaked at $12.2M in Q2 2015. 619 funds tracked by Wall St. Rank hold SWK as of Q4 2015.

Douglas C. Lane & Associates held 109,553 shares of Stanley Black & Decker worth $11.7M as of Q4 2015.
Douglas C. Lane & Associates sold 7,224 Stanley Black & Decker shares in Q4 2015, an estimated $762K.
Stanley Black & Decker made up 0.32% of Douglas C. Lane & Associates's portfolio in Q4 2015, its #97 holding.
Douglas C. Lane & Associates first reported a position in Stanley Black & Decker in Q3 2014 and has held it in 6 quarters since.
Douglas C. Lane & Associates's Stanley Black & Decker position peaked at $12.2M in Q2 2015.
619 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2015, filed 25 Jan 2016.