Foster & Motley’s Stanley Black & Decker SWK Stock Holding History

Foster & Motley’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 Q1	–	Sell	-2,841	Closed	-$340K	–	240
2018 Q4	$340K	Sell	2,841 -2,978	-51%	-$372K	0.05%	197
2018 Q3	$852K	Sell	5,819 -7,443	-56%	-$1.06M	0.13%	139
2018 Q2	$1.76M	Sell	13,262 -1,701	-11%	-$245K	0.28%	94
2018 Q1	$2.29M	Sell	14,963 -1,082	-7%	-$176K	0.37%	78
2017 Q4	$2.72M	Sell	16,045 -962	-6%	-$157K	0.44%	66
2017 Q3	$2.57M	Sell	17,007 -2,723	-14%	-$392K	0.44%	72
2017 Q2	$2.78M	Sell	19,730 -4,191	-18%	-$575K	0.49%	65
2017 Q1	$3.18M	Sell	23,921 -5,170	-18%	-$649K	0.58%	59
2016 Q4	$3.34M	Buy	29,091 +115	+0.4%	+$13.7K	0.64%	54
2016 Q3	$3.56M	Sell	28,976 -5,044	-15%	-$609K	0.69%	56
2016 Q2	$3.78M	Sell	34,020 -6,421	-16%	-$714K	0.75%	50
2016 Q1	$4.25M	Sell	40,441 -1,175	-3%	-$114K	0.86%	43
2015 Q4	$4.44M	Sell	41,616 -377	-0.9%	-$39.7K	0.94%	40
2015 Q3	$4.07M	Buy	41,993 +1,566	+4%	+$161K	0.93%	41
2015 Q2	$4.25M	Buy	+40,427	New	+$4.12M	0.93%	42

Other funds holding SWK

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

AAMU

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Foster & Motley's SWK Position: Q1 2019 in Review

Foster & Motley sold out of Stanley Black & Decker (SWK) in Q1 2019, closing a stake of 2,841 shares — an estimated $340K sold.

Foster & Motley first reported a position in SWK in Q2 2015 and held it in 15 quarters. The position peaked at $4.44M in Q4 2015. 718 funds tracked by Wall St. Rank hold SWK as of Q1 2019.

Foster & Motley reported no remaining Stanley Black & Decker position as of Q1 2019 after selling out during the quarter.
Foster & Motley sold 2,841 Stanley Black & Decker shares in Q1 2019, an estimated $340K.
Foster & Motley first reported a position in Stanley Black & Decker in Q2 2015 and held it in 15 quarters.
Foster & Motley's Stanley Black & Decker position peaked at $4.44M in Q4 2015.
718 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2019.

Based on Foster & Motley's 13F filing for Q1 2019, filed 8 May 2019.