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Family Management’s Stanley Black & Decker SWK Stock Holding History

Family 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
2013
Q4 		– Sell
-38,675
Closed -$3.5M – 74
2013
Q3 		$3.5M Sell
38,675
-5,700
-13% -$488K 2.26% 22
2013
Q2 		$3.43M Buy
+44,375
New +$3.48M 2.09% 19

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Family Management's SWK Position: Q4 2013 in Review

Family Management sold out of Stanley Black & Decker (SWK) in Q4 2013, closing a stake of 38,675 shares — an estimated $3.5M sold.

Family Management first reported a position in SWK in Q2 2013 and held it in 2 quarters. The position peaked at $3.5M in Q3 2013. 530 funds tracked by Wall St. Rank hold SWK as of Q4 2013.

  • Family Management reported no remaining Stanley Black & Decker position as of Q4 2013 after selling out during the quarter.
  • Family Management sold 38,675 Stanley Black & Decker shares in Q4 2013, an estimated $3.5M.
  • Family Management first reported a position in Stanley Black & Decker in Q2 2013 and held it in 2 quarters.
  • Family Management's Stanley Black & Decker position peaked at $3.5M in Q3 2013.
  • 530 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2013.

Based on Family Management's 13F filing for Q4 2013, filed 14 Feb 2014.