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

Grassi 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
2013
Q4 		– Sell
-12,651
Closed -$1.15M – 142
2013
Q3 		$1.15M Buy
12,651
+101
+0.8% +$8.65K 0.3% 78
2013
Q2 		$970K Buy
+12,550
New +$984K 0.26% 85

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Grassi Investment Management's SWK Position: Q4 2013 in Review

Grassi Investment Management sold out of Stanley Black & Decker (SWK) in Q4 2013, closing a stake of 12,651 shares — an estimated $1.15M sold.

Grassi Investment Management first reported a position in SWK in Q2 2013 and held it in 2 quarters. The position peaked at $1.15M in Q3 2013. 529 funds tracked by Wall St. Rank hold SWK as of Q4 2013.

  • Grassi Investment Management reported no remaining Stanley Black & Decker position as of Q4 2013 after selling out during the quarter.
  • Grassi Investment Management sold 12,651 Stanley Black & Decker shares in Q4 2013, an estimated $1.15M.
  • Grassi Investment Management first reported a position in Stanley Black & Decker in Q2 2013 and held it in 2 quarters.
  • Grassi Investment Management's Stanley Black & Decker position peaked at $1.15M in Q3 2013.
  • 529 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2013.

Based on Grassi Investment Management's 13F filing for Q4 2013, filed 30 Apr 2014.