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

HL 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
2018
Q3 		– Sell
-1,867
Closed -$248K – 763
2018
Q2 		$248K Sell
1,867
-18
-1% -$2.59K ﹤0.01% 629
2018
Q1 		$289K Sell
1,885
-23,370
-93% -$3.79M 0.01% 592
2017
Q4 		$4.29M Buy
+25,255
New +$4.13M 0.08% 146
2014
Q2 		– Sell
-4,335
Closed -$352K – 687
2014
Q1 		$352K Hold
4,335
– – 0.01% 484
2013
Q4 		$350K Buy
4,335
+480
+12% +$39.3K 0.01% 467
2013
Q3 		$349K Buy
+3,855
New +$330K 0.01% 430

Other funds holding SWK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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

HL Financial Services's SWK Position: Q3 2018 in Review

HL Financial Services sold out of Stanley Black & Decker (SWK) in Q3 2018, closing a stake of 1,867 shares — an estimated $248K sold.

HL Financial Services first reported a position in SWK in Q3 2013 and held it in 6 quarters. The position peaked at $4.29M in Q4 2017. 722 funds tracked by Wall St. Rank hold SWK as of Q3 2018.

  • HL Financial Services reported no remaining Stanley Black & Decker position as of Q3 2018 after selling out during the quarter.
  • HL Financial Services sold 1,867 Stanley Black & Decker shares in Q3 2018, an estimated $248K.
  • HL Financial Services first reported a position in Stanley Black & Decker in Q3 2013 and held it in 6 quarters.
  • HL Financial Services's Stanley Black & Decker position peaked at $4.29M in Q4 2017.
  • 722 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2018.

Based on HL Financial Services's 13F filing for Q3 2018, filed 2 Nov 2018.