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

Elm 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
2021
Q1 		– Sell
-344
Closed -$61K – 229
2020
Q4 		$61K Buy
+344
New +$61K 0.04% 150
2018
Q4 		– Sell
-344
Closed -$50K – 237
2018
Q3 		$50K Buy
+344
New +$48.9K 0.03% 168

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wells Fargo
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
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

Elm Advisors's SWK Position: Q1 2021 in Review

Elm Advisors sold out of Stanley Black & Decker (SWK) in Q1 2021, closing a stake of 344 shares — an estimated $61K sold.

Elm Advisors first reported a position in SWK in Q3 2018 and held it in 2 quarters. The position peaked at $61K in Q4 2020. 884 funds tracked by Wall St. Rank hold SWK as of Q1 2021.

  • Elm Advisors reported no remaining Stanley Black & Decker position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 344 Stanley Black & Decker shares in Q1 2021, an estimated $61K.
  • Elm Advisors first reported a position in Stanley Black & Decker in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's Stanley Black & Decker position peaked at $61K in Q4 2020.
  • 884 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.