IberiaBank’s Stanley Black & Decker SWK Stock Holding History

IberiaBank’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	$5.83M	Buy	+41,827	New	+$5.05M	0.69%	51
2018 Q1	–	Sell	-1,501	Closed	-$255K	–	244
2017 Q4	$255K	Buy	1,501 +21	+1%	+$3.44K	0.04%	210
2017 Q3	$223K	Sell	1,480 -47	-3%	-$6.76K	0.04%	208
2017 Q2	$215K	Buy	+1,527	New	+$209K	0.06%	162
2016 Q2	–	Sell	-2,049	Closed	-$216K	–	156
2016 Q1	$216K	Sell	2,049 -133	-6%	-$12.9K	0.1%	140
2015 Q4	$233K	Buy	2,182 +36	+2%	+$3.79K	0.1%	141
2015 Q3	$208K	Buy	+2,146	New	+$221K	0.11%	149
2015 Q2	–	Sell	-2,802	Closed	-$267K	–	203
2015 Q1	$267K	Sell	2,802 -144	-5%	-$13.8K	0.12%	152
2014 Q4	$283K	Sell	2,946 -58	-2%	-$5.35K	0.15%	127
2014 Q3	$267K	Buy	3,004 +1	+0%	+$89	0.15%	121
2014 Q2	$264K	Hold	3,003	–	–	0.15%	136
2014 Q1	$244K	Sell	3,003 -9,020	-75%	-$723K	0.15%	128
2013 Q4	$970K	Buy	12,023 +248	+2%	+$20.3K	0.63%	53
2013 Q3	$1.07M	Buy	11,775 +1,586	+16%	+$136K	0.7%	50
2013 Q2	$788K	Buy	+10,189	New	+$799K	0.59%	56

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

IberiaBank's SWK Position: Q2 2020 in Review

IberiaBank opened a new position in Stanley Black & Decker (SWK) in Q2 2020: 41,827 shares worth $5.83M. The stake represents 0.69% of the portfolio and ranks #51 among its holdings. This is a return to the name: IberiaBank previously reported a position in SWK as recently as Q4 2017.

IberiaBank first reported a position in SWK in Q2 2013 and has held it in 15 quarters since. 754 funds tracked by Wall St. Rank hold SWK as of Q2 2020.

IberiaBank held 41,827 shares of Stanley Black & Decker worth $5.83M as of Q2 2020.
Stanley Black & Decker was a new IberiaBank position in Q2 2020.
Stanley Black & Decker made up 0.69% of IberiaBank's portfolio in Q2 2020, its #51 holding.
IberiaBank first reported a position in Stanley Black & Decker in Q2 2013 and has held it in 15 quarters since.
754 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.