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Joel Isaacson & Co’s Stanley Black & Decker SWK Stock Holding History

Joel Isaacson & 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
2015
Q4 		– Sell
-2,000
Closed -$194K – 789
2015
Q3 		$194K Hold
2,000
– – 0.05% 151
2015
Q2 		$210K Hold
2,000
– – 0.05% 157
2015
Q1 		$191K Buy
+2,000
New +$191K 0.05% 172

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Joel Isaacson & Co's SWK Position: Q4 2015 in Review

Joel Isaacson & Co sold out of Stanley Black & Decker (SWK) in Q4 2015, closing a stake of 2,000 shares — an estimated $194K sold.

Joel Isaacson & Co first reported a position in SWK in Q1 2015 and held it in 3 quarters. The position peaked at $210K in Q2 2015. 619 funds tracked by Wall St. Rank hold SWK as of Q4 2015.

  • Joel Isaacson & Co reported no remaining Stanley Black & Decker position as of Q4 2015 after selling out during the quarter.
  • Joel Isaacson & Co sold 2,000 Stanley Black & Decker shares in Q4 2015, an estimated $194K.
  • Joel Isaacson & Co first reported a position in Stanley Black & Decker in Q1 2015 and held it in 3 quarters.
  • Joel Isaacson & Co's Stanley Black & Decker position peaked at $210K in Q2 2015.
  • 619 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2015.

Based on Joel Isaacson & Co's 13F filing for Q4 2015, filed 15 Jan 2016.