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Fiduciary Management Inc’s Stanley Black & Decker SWK Stock Holding History

Fiduciary Management Inc’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
-864,267
Closed -$143M – 73
2019
Q4 		$143M Sell
864,267
-31,024
-3% -$4.8M 0.89% 35
2019
Q3 		$129M Sell
895,291
-721,382
-45% -$102M 0.84% 35
2019
Q2 		$234M Sell
1,616,673
-956,981
-37% -$135M 1.49% 28
2019
Q1 		$350M Sell
2,573,654
-95,150
-4% -$12.4M 2.29% 21
2018
Q4 		$320M Sell
2,668,804
-33,843
-1% -$4.22M 2.28% 21
2018
Q3 		$396M Sell
2,702,647
-143,318
-5% -$20.4M 2.48% 16
2018
Q2 		$378M Sell
2,845,965
-229,757
-7% -$33.1M 2.42% 18
2018
Q1 		$471M Buy
3,075,722
+34,186
+1% +$5.55M 2.88% 13
2017
Q4 		$516M Sell
3,041,536
-286,350
-9% -$46.9M 3.17% 13
2017
Q3 		$502M Sell
3,327,886
-83,857
-2% -$12.1M 2.97% 14
2017
Q2 		$480M Sell
3,411,743
-230,523
-6% -$31.6M 2.88% 15
2017
Q1 		$484M Sell
3,642,266
-52,481
-1% -$6.58M 2.8% 17
2016
Q4 		$424M Sell
3,694,747
-204,784
-5% -$24.4M 2.59% 18
2016
Q3 		$480M Sell
3,899,531
-251,245
-6% -$30.3M 3.01% 12
2016
Q2 		$462M Sell
4,150,776
-142,204
-3% -$15.8M 2.81% 14
2016
Q1 		$452M Buy
4,292,980
+119,336
+3% +$11.6M 2.66% 18
2015
Q4 		$445M Sell
4,173,644
-159,870
-4% -$16.9M 2.53% 21
2015
Q3 		$420M Sell
4,333,514
-38,121
-0.9% -$3.93M 2.33% 23
2015
Q2 		$460M Buy
+4,371,635
New +$445M 2.39% 23

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

Fiduciary Management Inc's SWK Position: Q1 2020 in Review

Fiduciary Management Inc sold out of Stanley Black & Decker (SWK) in Q1 2020, closing a stake of 864,267 shares — an estimated $143M sold.

Fiduciary Management Inc first reported a position in SWK in Q2 2015 and held it in 19 quarters. The position peaked at $516M in Q4 2017. 716 funds tracked by Wall St. Rank hold SWK as of Q1 2020.

  • Fiduciary Management Inc reported no remaining Stanley Black & Decker position as of Q1 2020 after selling out during the quarter.
  • Fiduciary Management Inc sold 864,267 Stanley Black & Decker shares in Q1 2020, an estimated $143M.
  • Fiduciary Management Inc first reported a position in Stanley Black & Decker in Q2 2015 and held it in 19 quarters.
  • Fiduciary Management Inc's Stanley Black & Decker position peaked at $516M in Q4 2017.
  • 716 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2020.

Based on Fiduciary Management Inc's 13F filing for Q1 2020, filed 14 May 2020.