Edge Advisors’s Stanley Black & Decker SWK Stock Holding History

Edge Advisors’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
2018 Q2	$30K	Sell	230 -29,232	-99%	-$4.21M	﹤0.01%	584
2018 Q1	$4.51M	Sell	29,462 -11,482	-28%	-$1.86M	0.42%	63
2017 Q4	$6.95M	Buy	40,944 +168	+0.4%	+$27.5K	0.68%	39
2017 Q3	$6.16M	Sell	40,776 -12,456	-23%	-$1.79M	0.67%	41
2017 Q2	$7.49M	Buy	53,232 +4,004	+8%	+$549K	0.85%	25
2017 Q1	$6.54M	Buy	49,228 +5,455	+12%	+$684K	0.8%	26
2016 Q4	$5.02M	Buy	+43,773	New	+$5.21M	0.65%	40

Other funds holding SWK

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FMI

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

Edge Advisors's SWK Position: Q2 2018 in Review

Edge Advisors reduced its Stanley Black & Decker (SWK) stake by 99% in Q2 2018, selling an estimated $4.21M and leaving 230 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Edge Advisors first reported a position in SWK in Q4 2016 and has held it in 7 quarters since. The position peaked at $7.49M in Q2 2017. 747 funds tracked by Wall St. Rank hold SWK as of Q2 2018.

Edge Advisors held 230 shares of Stanley Black & Decker worth $30K as of Q2 2018.
Edge Advisors sold 29,232 Stanley Black & Decker shares in Q2 2018, an estimated $4.21M.
Stanley Black & Decker made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #584 holding.
Edge Advisors first reported a position in Stanley Black & Decker in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's Stanley Black & Decker position peaked at $7.49M in Q2 2017.
747 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.