Jupiter Investment Management’s Stanley Black & Decker SWK Stock Holding History

Jupiter Investment Management’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
2018 Q1	–	Sell	-17,825	Closed	-$3.02M	–	437
2017 Q4	$3.02M	Buy	+17,825	New	+$2.92M	0.03%	208
2017 Q1	–	Sell	-70,750	Closed	-$8.11M	–	468
2016 Q4	$8.11M	Buy	70,750 +19,979	+39%	+$2.38M	0.14%	116
2016 Q3	$6.24M	Buy	+50,771	New	+$6.13M	0.11%	141
2015 Q2	–	Sell	-5,800	Closed	-$553K	–	367
2015 Q1	$553K	Buy	+5,800	New	+$555K	0.02%	259
2014 Q4	–	Sell	-9,000	Closed	-$799K	–	405
2014 Q3	$799K	Buy	9,000 +5,500	+157%	+$492K	0.04%	245
2014 Q2	$307K	Buy	3,500 +2,200	+169%	+$187K	0.02%	293
2014 Q1	$105K	Sell	1,300 -5,800	-82%	-$465K	0.01%	308
2013 Q4	$572K	Buy	+7,100	New	+$581K	0.05%	260

Other funds holding SWK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Investment Management's SWK Position: Q1 2018 in Review

Jupiter Investment Management sold out of Stanley Black & Decker (SWK) in Q1 2018, closing a stake of 17,825 shares — an estimated $3.02M sold.

Jupiter Investment Management first reported a position in SWK in Q4 2013 and held it in 8 quarters. The position peaked at $8.11M in Q4 2016. 793 funds tracked by Wall St. Rank hold SWK as of Q1 2018.

Jupiter Investment Management reported no remaining Stanley Black & Decker position as of Q1 2018 after selling out during the quarter.
Jupiter Investment Management sold 17,825 Stanley Black & Decker shares in Q1 2018, an estimated $3.02M.
Jupiter Investment Management first reported a position in Stanley Black & Decker in Q4 2013 and held it in 8 quarters.
Jupiter Investment Management's Stanley Black & Decker position peaked at $8.11M in Q4 2016.
793 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2018.

Based on Jupiter Investment Management's 13F filing for Q1 2018, filed 14 May 2018.