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Hirtle Callaghan & Co’s Stanley Black & Decker SWK Stock Holding History

Hirtle Callaghan & Co’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
2014
Q4 		– Sell
-40
Closed -$4K – 608
2014
Q3 		$4K Hold
40
– – ﹤0.01% 516
2014
Q2 		$4K Hold
40
– – ﹤0.01% 549
2014
Q1 		$3K Hold
40
– – ﹤0.01% 548
2013
Q4 		$3K Hold
40
– – ﹤0.01% 526
2013
Q3 		$4K Buy
+40
New +$3.43K ﹤0.01% 524

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 $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Hirtle Callaghan & Co's SWK Position: Q4 2014 in Review

Hirtle Callaghan & Co sold out of Stanley Black & Decker (SWK) in Q4 2014, closing a stake of 40 shares — an estimated $4K sold.

Hirtle Callaghan & Co first reported a position in SWK in Q3 2013 and held it in 5 quarters. The position peaked at $4K in Q3 2014. 567 funds tracked by Wall St. Rank hold SWK as of Q4 2014.

  • Hirtle Callaghan & Co reported no remaining Stanley Black & Decker position as of Q4 2014 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 40 Stanley Black & Decker shares in Q4 2014, an estimated $4K.
  • Hirtle Callaghan & Co first reported a position in Stanley Black & Decker in Q3 2013 and held it in 5 quarters.
  • Hirtle Callaghan & Co's Stanley Black & Decker position peaked at $4K in Q3 2014.
  • 567 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2014.

Based on Hirtle Callaghan & Co's 13F filing for Q4 2014, filed 26 Jan 2015.