Haverford Financial Services’s Stanley Black & Decker SWK Stock Holding History

Haverford Financial Services’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 Q2	–	Sell	-3,000	Closed	-$300K	–	67
2020 Q1	$300K	Hold	3,000	–	–	0.12%	61
2019 Q4	$497K	Hold	3,000	–	–	0.16%	56
2019 Q3	$433K	Buy	+3,000	New	+$424K	0.15%	54
2019 Q2	–	Sell	-2,000	Closed	-$272K	–	69
2019 Q1	$272K	Hold	2,000	–	–	0.1%	58
2018 Q4	$239K	Hold	2,000	–	–	0.1%	59
2018 Q3	$293K	Buy	+2,000	New	+$285K	0.1%	65

Other funds holding SWK

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

AAMU

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Haverford Financial Services's SWK Position: Q2 2020 in Review

Haverford Financial Services sold out of Stanley Black & Decker (SWK) in Q2 2020, closing a stake of 3,000 shares — an estimated $300K sold.

Haverford Financial Services first reported a position in SWK in Q3 2018 and held it in 6 quarters. The position peaked at $497K in Q4 2019. 754 funds tracked by Wall St. Rank hold SWK as of Q2 2020.

Haverford Financial Services reported no remaining Stanley Black & Decker position as of Q2 2020 after selling out during the quarter.
Haverford Financial Services sold 3,000 Stanley Black & Decker shares in Q2 2020, an estimated $300K.
Haverford Financial Services first reported a position in Stanley Black & Decker in Q3 2018 and held it in 6 quarters.
Haverford Financial Services's Stanley Black & Decker position peaked at $497K in Q4 2019.
754 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2020.

Based on Haverford Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.