ETrade Capital Management’s Stanley Black & Decker SWK Stock Holding History

ETrade Capital 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
2020 Q3	$727K	Buy	4,479 +437	+11%	+$68K	0.01%	460
2020 Q2	$564K	Buy	+4,042	New	+$488K	0.01%	509
2018 Q4	–	Sell	-1,385	Closed	-$203K	–	815
2018 Q3	$203K	Sell	1,385 -3,115	-69%	-$443K	0.01%	785
2018 Q2	$598K	Sell	4,500 -4,027	-47%	-$580K	0.02%	484
2018 Q1	$1.31M	Sell	8,527 -1,514	-15%	-$246K	0.04%	260
2017 Q4	$1.7M	Sell	10,041 -582	-5%	-$95.3K	0.05%	210
2017 Q3	$1.6M	Buy	10,623 +2,990	+39%	+$430K	0.06%	195
2017 Q2	$1.07M	Buy	7,633 +1,680	+28%	+$230K	0.04%	246
2017 Q1	$791K	Buy	5,953 +826	+16%	+$104K	0.03%	331
2016 Q4	$588K	Buy	5,127 +1,618	+46%	+$193K	0.03%	375
2016 Q3	$431K	Sell	3,509 -144	-4%	-$17.4K	0.02%	395
2016 Q2	$406K	Buy	3,653 +306	+9%	+$34K	0.02%	366
2016 Q1	$352K	Sell	3,347 -2,279	-41%	-$221K	0.02%	364
2015 Q4	$600K	Buy	5,626 +415	+8%	+$43.7K	0.04%	295
2015 Q3	$505K	Buy	+5,211	New	+$537K	0.03%	299

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

ETrade Capital Management's SWK Position: Q3 2020 in Review

ETrade Capital Management increased its Stanley Black & Decker (SWK) stake by 11% in Q3 2020, buying an estimated $68K and bringing the position to 4,479 shares worth $727K. The position accounts for 0.01% of the portfolio, ranked #460.

ETrade Capital Management first reported a position in SWK in Q3 2015 and has held it in 15 quarters since. The position peaked at $1.7M in Q4 2017. 767 funds tracked by Wall St. Rank hold SWK as of Q3 2020.

ETrade Capital Management held 4,479 shares of Stanley Black & Decker worth $727K as of Q3 2020.
ETrade Capital Management bought 437 Stanley Black & Decker shares in Q3 2020, an estimated $68K.
Stanley Black & Decker made up 0.01% of ETrade Capital Management's portfolio in Q3 2020, its #460 holding.
ETrade Capital Management first reported a position in Stanley Black & Decker in Q3 2015 and has held it in 15 quarters since.
ETrade Capital Management's Stanley Black & Decker position peaked at $1.7M in Q4 2017.
767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.