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Doyle Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Doyle Wealth 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
2019
Q3 		– Sell
-209
Closed -$30K – 698
2019
Q2 		$30K Buy
+209
New +$29.4K ﹤0.01% 455
2019
Q1 		– Sell
-961
Closed -$115K – 684
2018
Q4 		$115K Buy
+961
New +$120K 0.02% 231

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Doyle Wealth Management's SWK Position: Q3 2019 in Review

Doyle Wealth Management sold out of Stanley Black & Decker (SWK) in Q3 2019, closing a stake of 209 shares — an estimated $30K sold.

Doyle Wealth Management first reported a position in SWK in Q4 2018 and held it in 2 quarters. The position peaked at $115K in Q4 2018. 732 funds tracked by Wall St. Rank hold SWK as of Q3 2019.

  • Doyle Wealth Management reported no remaining Stanley Black & Decker position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 209 Stanley Black & Decker shares in Q3 2019, an estimated $30K.
  • Doyle Wealth Management first reported a position in Stanley Black & Decker in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Stanley Black & Decker position peaked at $115K in Q4 2018.
  • 732 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.