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SWK icon

Inspire Investing’s Stanley Black & Decker SWK Stock Holding History

Inspire Investing’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
-7,120
Closed -$712K – 690
2020
Q1 		$712K Buy
7,120
+8
+0.1% +$1.14K 0.28% 62
2019
Q4 		$1.18M Sell
7,112
-24
-0.3% -$3.72K 0.42% 53
2019
Q3 		$1.03M Buy
7,136
+600
+9% +$84.8K 0.39% 56
2019
Q2 		$945K Buy
6,536
+272
+4% +$38.3K 0.4% 50
2019
Q1 		$853K Buy
6,264
+1,105
+21% +$144K 0.4% 51
2018
Q4 		$618K Buy
5,159
+693
+16% +$86.5K 0.42% 48
2018
Q3 		$654K Buy
4,466
+471
+12% +$67K 0.4% 44
2018
Q2 		$531K Buy
3,995
+1,990
+99% +$286K 0.38% 50
2018
Q1 		$307K Buy
2,005
+462
+30% +$75K 0.31% 58
2017
Q4 		$262K Buy
+1,543
New +$253K 0.22% 25

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Inspire Investing's SWK Position: Q2 2020 in Review

Inspire Investing sold out of Stanley Black & Decker (SWK) in Q2 2020, closing a stake of 7,120 shares — an estimated $712K sold.

Inspire Investing first reported a position in SWK in Q4 2017 and held it in 10 quarters. The position peaked at $1.18M in Q4 2019. 753 funds tracked by Wall St. Rank hold SWK as of Q2 2020.

  • Inspire Investing reported no remaining Stanley Black & Decker position as of Q2 2020 after selling out during the quarter.
  • Inspire Investing sold 7,120 Stanley Black & Decker shares in Q2 2020, an estimated $712K.
  • Inspire Investing first reported a position in Stanley Black & Decker in Q4 2017 and held it in 10 quarters.
  • Inspire Investing's Stanley Black & Decker position peaked at $1.18M in Q4 2019.
  • 753 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2020.

Based on Inspire Investing's 13F filing for Q2 2020, filed 12 Aug 2020.