Gideon Capital Advisors’s Stanley Black & Decker SWK Stock Holding History

Gideon Capital Advisors’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 Q4	–	Sell	-17,278	Closed	-$2.5M	–	377
2019 Q3	$2.5M	Buy	17,278 +15,737	+1,021%	+$2.22M	0.82%	21
2019 Q2	$223K	Sell	1,541 -223	-13%	-$31.4K	0.08%	245
2019 Q1	$240K	Buy	+1,764	New	+$230K	0.09%	321
2018 Q4	–	Sell	-8,441	Closed	-$1.24M	–	504
2018 Q3	$1.24M	Buy	8,441 +3,816	+83%	+$543K	0.58%	34
2018 Q2	$614K	Buy	4,625 +2,137	+86%	+$308K	0.31%	96
2018 Q1	$381K	Buy	+2,488	New	+$404K	0.24%	171
2017 Q3	–	Sell	-1,836	Closed	-$258K	–	373
2017 Q2	$258K	Buy	+1,836	New	+$252K	0.28%	163
2017 Q1	–	Sell	-6,508	Closed	-$747K	–	509
2016 Q4	$747K	Buy	6,508 +3,567	+121%	+$425K	0.48%	26
2016 Q3	$362K	Buy	+2,941	New	+$355K	0.22%	123
2015 Q4	–	Sell	-8,988	Closed	-$872K	–	276
2015 Q3	$872K	Buy	+8,988	New	+$926K	0.51%	77
2015 Q2	–	Sell	-23,213	Closed	-$2.21M	–	316
2015 Q1	$2.21M	Buy	+23,213	New	+$2.22M	0.89%	27
2014 Q3	–	Sell	-7,064	Closed	-$620K	–	360
2014 Q2	$620K	Buy	+7,064	New	+$602K	0.22%	135
2014 Q1	–	Sell	-30,117	Closed	-$2.43M	–	287
2013 Q4	$2.43M	Buy	+30,117	New	+$2.47M	1.44%	9

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gideon Capital Advisors's SWK Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Stanley Black & Decker (SWK) in Q4 2019, closing a stake of 17,278 shares — an estimated $2.5M sold.

Gideon Capital Advisors first reported a position in SWK in Q4 2013 and held it in 13 quarters. The position peaked at $2.5M in Q3 2019. 802 funds tracked by Wall St. Rank hold SWK as of Q4 2019.

Gideon Capital Advisors reported no remaining Stanley Black & Decker position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 17,278 Stanley Black & Decker shares in Q4 2019, an estimated $2.5M.
Gideon Capital Advisors first reported a position in Stanley Black & Decker in Q4 2013 and held it in 13 quarters.
Gideon Capital Advisors's Stanley Black & Decker position peaked at $2.5M in Q3 2019.
802 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.