Elkfork Partners’s Stanley Black & Decker SWK Stock Holding History

Elkfork Partners’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	$591K	Buy	4,092 +22	+0.5%	+$3.11K	0.01%	531
2019 Q2	$589K	Sell	4,070 -880	-18%	-$124K	0.01%	531
2019 Q1	$674K	Buy	4,950 +352	+8%	+$45.9K	0.02%	483
2018 Q4	$551K	Buy	4,598 +418	+10%	+$52.2K	0.02%	494
2018 Q3	$612K	Sell	4,180 -682	-14%	-$97K	0.01%	538
2018 Q2	$646K	Sell	4,862 -308	-6%	-$44.3K	0.02%	455
2018 Q1	$792K	Buy	5,170 +1,012	+24%	+$164K	0.02%	394
2017 Q4	$706K	Sell	4,158 -110	-3%	-$18K	0.02%	440
2017 Q3	$645K	Sell	4,268 -15,334	-78%	-$2.2M	0.02%	428
2017 Q2	$2.76M	Sell	19,602 -6,006	-23%	-$824K	0.08%	196
2017 Q1	$3.4M	Buy	25,608 +7,062	+38%	+$886K	0.1%	175
2016 Q4	$2.13M	Buy	+18,546	New	+$2.21M	0.07%	207

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Elkfork Partners's SWK Position: Q3 2019 in Review

Elkfork Partners increased its Stanley Black & Decker (SWK) stake by 0.54% in Q3 2019, buying an estimated $3.11K and bringing the position to 4,092 shares worth $591K. The position accounts for 0.01% of the portfolio, ranked #531.

Elkfork Partners first reported a position in SWK in Q4 2016 and has held it in 12 quarters since. The position peaked at $3.4M in Q1 2017. 733 funds tracked by Wall St. Rank hold SWK as of Q3 2019.

Elkfork Partners held 4,092 shares of Stanley Black & Decker worth $591K as of Q3 2019.
Elkfork Partners bought 22 Stanley Black & Decker shares in Q3 2019, an estimated $3.11K.
Stanley Black & Decker made up 0.01% of Elkfork Partners's portfolio in Q3 2019, its #531 holding.
Elkfork Partners first reported a position in Stanley Black & Decker in Q4 2016 and has held it in 12 quarters since.
Elkfork Partners's Stanley Black & Decker position peaked at $3.4M in Q1 2017.
733 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.