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Foresters Investment Management’s Stanley Black & Decker SWK Stock Holding History

Foresters Investment 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
2019
Q3 		$7.84M Sell
54,301
-22,775
-30% -$3.22M 0.16% 209
2019
Q2 		$11.1M Sell
77,076
-36,139
-32% -$5.09M 0.2% 169
2019
Q1 		$15.4M Sell
113,215
-33,050
-23% -$4.31M 0.27% 127
2018
Q4 		$17.5M Sell
146,265
-105,800
-42% -$13.2M 0.33% 105
2018
Q3 		$36.9M Buy
252,065
+63,940
+34% +$9.1M 0.58% 46
2018
Q2 		$25M Buy
188,125
+47,600
+34% +$6.85M 0.43% 86
2018
Q1 		$21.5M Buy
140,525
+100
+0.1% +$16.2K 0.36% 102
2017
Q4 		$23.8M Buy
140,425
+16,100
+13% +$2.64M 0.37% 100
2017
Q3 		$18.8M Hold
124,325
– – 0.31% 125
2017
Q2 		$17.5M Buy
124,325
+250
+0.2% +$34.3K 0.29% 124
2017
Q1 		$16.5M Buy
124,075
+21,475
+21% +$2.69M 0.29% 128
2016
Q4 		$12M Buy
+102,600
New +$12.2M 0.21% 154

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Foresters Investment Management's SWK Position: Q3 2019 in Review

Foresters Investment Management reduced its Stanley Black & Decker (SWK) stake by 30% in Q3 2019, selling an estimated $3.22M and leaving 54,301 shares worth $7.84M. The position accounts for 0.16% of the portfolio, ranked #209.

Foresters Investment Management first reported a position in SWK in Q4 2016 and has held it in 12 quarters since. The position peaked at $36.9M in Q3 2018. 732 funds tracked by Wall St. Rank hold SWK as of Q3 2019.

  • Foresters Investment Management held 54,301 shares of Stanley Black & Decker worth $7.84M as of Q3 2019.
  • Foresters Investment Management sold 22,775 Stanley Black & Decker shares in Q3 2019, an estimated $3.22M.
  • Stanley Black & Decker made up 0.16% of Foresters Investment Management's portfolio in Q3 2019, its #209 holding.
  • Foresters Investment Management first reported a position in Stanley Black & Decker in Q4 2016 and has held it in 12 quarters since.
  • Foresters Investment Management's Stanley Black & Decker position peaked at $36.9M in Q3 2018.
  • 732 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.