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Kathmere Capital Management’s Stanley Black & Decker SWK Stock Holding History

Kathmere Capital 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
2021
Q1 		– Sell
-1,358
Closed -$242K – 366
2020
Q4 		$242K Hold
1,358
– – 0.05% 109
2020
Q3 		$220K Buy
+1,358
New +$211K 0.05% 104
2020
Q1 		– Sell
-1,415
Closed -$235K – 119
2019
Q4 		$235K Buy
+1,415
New +$219K 0.08% 99

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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kathmere Capital Management's SWK Position: Q1 2021 in Review

Kathmere Capital Management sold out of Stanley Black & Decker (SWK) in Q1 2021, closing a stake of 1,358 shares — an estimated $242K sold.

Kathmere Capital Management first reported a position in SWK in Q4 2019 and held it in 3 quarters. The position peaked at $242K in Q4 2020. 884 funds tracked by Wall St. Rank hold SWK as of Q1 2021.

  • Kathmere Capital Management reported no remaining Stanley Black & Decker position as of Q1 2021 after selling out during the quarter.
  • Kathmere Capital Management sold 1,358 Stanley Black & Decker shares in Q1 2021, an estimated $242K.
  • Kathmere Capital Management first reported a position in Stanley Black & Decker in Q4 2019 and held it in 3 quarters.
  • Kathmere Capital Management's Stanley Black & Decker position peaked at $242K in Q4 2020.
  • 884 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2021.

Based on Kathmere Capital Management's 13F filing for Q1 2021, filed 7 May 2021.