Jupiter Investment Management’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-17,825
| Closed | -$3.02M | – | 437 |
|
2017
Q4 | $3.02M | Buy |
+17,825
| New | +$3.02M | 0.03% | 208 |
|
2017
Q1 | – | Sell |
-70,750
| Closed | -$8.11M | – | 468 |
|
2016
Q4 | $8.11M | Buy |
70,750
+19,979
| +39% | +$2.29M | 0.14% | 116 |
|
2016
Q3 | $6.24M | Buy |
+50,771
| New | +$6.24M | 0.11% | 141 |
|
2015
Q2 | – | Sell |
-5,800
| Closed | -$553K | – | 367 |
|
2015
Q1 | $553K | Buy |
+5,800
| New | +$553K | 0.02% | 259 |
|
2014
Q4 | – | Sell |
-9,000
| Closed | -$799K | – | 405 |
|
2014
Q3 | $799K | Buy |
9,000
+5,500
| +157% | +$488K | 0.04% | 245 |
|
2014
Q2 | $307K | Buy |
3,500
+2,200
| +169% | +$193K | 0.02% | 293 |
|
2014
Q1 | $105K | Sell |
1,300
-5,800
| -82% | -$468K | 0.01% | 308 |
|
2013
Q4 | $572K | Buy |
+7,100
| New | +$572K | 0.05% | 260 |
|