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

Evercore 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
2018 Q1	–	Sell	-600	Closed	-$101K	–	737
2017 Q4	$101K	Sell	600 -50	-8%	-$8.18K	﹤0.01%	461
2017 Q3	$99K	Hold	650	–	–	﹤0.01%	464
2017 Q2	$91K	Sell	650 -227	-26%	-$31.1K	﹤0.01%	485
2017 Q1	$117K	Sell	877 -13	-1%	-$1.63K	﹤0.01%	451
2016 Q4	$102K	Buy	890 +763	+601%	+$90.9K	﹤0.01%	495
2016 Q3	$16K	Hold	127	–	–	﹤0.01%	810
2016 Q2	$14K	Hold	127	–	–	﹤0.01%	810
2016 Q1	$13K	Sell	127 -59	-32%	-$5.72K	﹤0.01%	779
2015 Q4	$20K	Buy	186 +59	+46%	+$6.22K	﹤0.01%	771
2015 Q3	$12K	Hold	127	–	–	﹤0.01%	812
2015 Q2	$13K	Hold	127	–	–	﹤0.01%	860
2015 Q1	$12K	Hold	127	–	–	﹤0.01%	853
2014 Q4	$12K	Hold	127	–	–	﹤0.01%	728
2014 Q3	$11K	Hold	127	–	–	﹤0.01%	814
2014 Q2	$11K	Buy	+127	New	+$10.8K	﹤0.01%	829
2014 Q1	–	Sell	-190	Closed	-$16K	–	920
2013 Q4	$16K	Buy	190 +133	+233%	+$10.9K	﹤0.01%	719
2013 Q3	$5K	Buy	+57	New	+$4.88K	﹤0.01%	855

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evercore Wealth Management's SWK Position: Q1 2018 in Review

Evercore Wealth Management sold out of Stanley Black & Decker (SWK) in Q1 2018, closing a stake of 600 shares — an estimated $101K sold.

Evercore Wealth Management first reported a position in SWK in Q3 2013 and held it in 17 quarters. The position peaked at $117K in Q1 2017. 793 funds tracked by Wall St. Rank hold SWK as of Q1 2018.

Evercore Wealth Management reported no remaining Stanley Black & Decker position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 600 Stanley Black & Decker shares in Q1 2018, an estimated $101K.
Evercore Wealth Management first reported a position in Stanley Black & Decker in Q3 2013 and held it in 17 quarters.
Evercore Wealth Management's Stanley Black & Decker position peaked at $117K in Q1 2017.
793 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.