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Evolution Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History

Evolution Wealth 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
2020
Q1 		– Sell
-26
Closed -$4K – 613
2019
Q4 		$4K Sell
26
-8
-24% -$1.24K ﹤0.01% 467
2019
Q3 		$5K Hold
34
– – ﹤0.01% 286
2019
Q2 		$5K Buy
+34
New +$4.79K ﹤0.01% 270

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Evolution Wealth Advisors's SWK Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Stanley Black & Decker (SWK) in Q1 2020, closing a stake of 26 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in SWK in Q2 2019 and held it in 3 quarters. The position peaked at $5K in Q3 2019. 715 funds tracked by Wall St. Rank hold SWK as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Stanley Black & Decker position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 26 Stanley Black & Decker shares in Q1 2020, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in Stanley Black & Decker in Q2 2019 and held it in 3 quarters.
  • Evolution Wealth Advisors's Stanley Black & Decker position peaked at $5K in Q3 2019.
  • 715 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.