Ferris Capital’s Stanley Black & Decker SWK Stock Holding History

Ferris Capital’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
2019 Q2	–	Sell	-77	Closed	-$10K	–	556
2019 Q1	$10K	Sell	77 -31	-29%	-$4.04K	﹤0.01%	464
2018 Q4	$13K	Sell	108 -16	-13%	-$2K	0.01%	404
2018 Q3	$18K	Sell	124 -10	-7%	-$1.42K	0.01%	386
2018 Q2	$18K	Hold	134	–	–	0.01%	381
2018 Q1	$21K	Buy	+134	New	+$21.7K	0.01%	395
2017 Q3	–	Sell	-124	Closed	-$17K	–	516
2017 Q2	$17K	Buy	+124	New	+$17K	0.01%	392

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

AAMU

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

Ferris Capital's SWK Position: Q2 2019 in Review

Ferris Capital sold out of Stanley Black & Decker (SWK) in Q2 2019, closing a stake of 77 shares — an estimated $10K sold.

Ferris Capital first reported a position in SWK in Q2 2017 and held it in 6 quarters. The position peaked at $21K in Q1 2018. 730 funds tracked by Wall St. Rank hold SWK as of Q2 2019.

Ferris Capital reported no remaining Stanley Black & Decker position as of Q2 2019 after selling out during the quarter.
Ferris Capital sold 77 Stanley Black & Decker shares in Q2 2019, an estimated $10K.
Ferris Capital first reported a position in Stanley Black & Decker in Q2 2017 and held it in 6 quarters.
Ferris Capital's Stanley Black & Decker position peaked at $21K in Q1 2018.
730 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2019.

Based on Ferris Capital's 13F filing for Q2 2019, filed 18 Jul 2019.