FDO Partners’s Stanley Black & Decker SWK Stock Holding History

FDO Partners’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	-1,904	Closed	-$323K	–	113
2017 Q4	$323K	Buy	+1,904	New	+$312K	0.28%	137
2017 Q1	–	Sell	-24,827	Closed	-$2.85M	–	279
2016 Q4	$2.85M	Buy	24,827 +18,647	+302%	+$2.22M	1.15%	10
2016 Q3	$760K	Sell	6,180 -8,717	-59%	-$1.05M	0.33%	124
2016 Q2	$1.66M	Buy	14,897 +5,511	+59%	+$613K	0.9%	31
2016 Q1	$988K	Buy	+9,386	New	+$911K	0.64%	52

Other funds holding SWK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FDO Partners's SWK Position: Q1 2018 in Review

FDO Partners sold out of Stanley Black & Decker (SWK) in Q1 2018, closing a stake of 1,904 shares — an estimated $323K sold.

FDO Partners first reported a position in SWK in Q1 2016 and held it in 5 quarters. The position peaked at $2.85M in Q4 2016. 791 funds tracked by Wall St. Rank hold SWK as of Q1 2018.

FDO Partners reported no remaining Stanley Black & Decker position as of Q1 2018 after selling out during the quarter.
FDO Partners sold 1,904 Stanley Black & Decker shares in Q1 2018, an estimated $323K.
FDO Partners first reported a position in Stanley Black & Decker in Q1 2016 and held it in 5 quarters.
FDO Partners's Stanley Black & Decker position peaked at $2.85M in Q4 2016.
791 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2018.

Based on FDO Partners's 13F filing for Q1 2018, filed 14 May 2018.