JOYN Advisors’s Stanley Black & Decker SWK Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-542	Closed	-$65K	–	1238
2018 Q4	$65K	Buy	542 +235	+77%	+$29.3K	0.01%	275
2018 Q3	$45K	Buy	307 +107	+54%	+$15.2K	0.01%	426
2018 Q2	$27K	Buy	+200	New	+$28.8K	0.01%	583

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

JOYN Advisors's SWK Position: Q1 2019 in Review

JOYN Advisors sold out of Stanley Black & Decker (SWK) in Q1 2019, closing a stake of 542 shares — an estimated $65K sold.

JOYN Advisors first reported a position in SWK in Q2 2018 and held it in 3 quarters. The position peaked at $65K in Q4 2018. 716 funds tracked by Wall St. Rank hold SWK as of Q1 2019.

JOYN Advisors reported no remaining Stanley Black & Decker position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 542 Stanley Black & Decker shares in Q1 2019, an estimated $65K.
JOYN Advisors first reported a position in Stanley Black & Decker in Q2 2018 and held it in 3 quarters.
JOYN Advisors's Stanley Black & Decker position peaked at $65K in Q4 2018.
716 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.