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Kavar Capital Partners Group’s Stanley Black & Decker SWK Stock Holding History

Kavar Capital Partners Group’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
2014
Q2 		– Sell
-318
Closed -$25K – 397
2014
Q1 		$25K Sell
318
-576
-64% -$46.2K 0.02% 245
2013
Q4 		$72K Buy
+894
New +$73.2K 0.06% 170

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kavar Capital Partners Group's SWK Position: Q2 2014 in Review

Kavar Capital Partners Group sold out of Stanley Black & Decker (SWK) in Q2 2014, closing a stake of 318 shares — an estimated $25K sold.

Kavar Capital Partners Group first reported a position in SWK in Q4 2013 and held it in 2 quarters. The position peaked at $72K in Q4 2013. 543 funds tracked by Wall St. Rank hold SWK as of Q2 2014.

  • Kavar Capital Partners Group reported no remaining Stanley Black & Decker position as of Q2 2014 after selling out during the quarter.
  • Kavar Capital Partners Group sold 318 Stanley Black & Decker shares in Q2 2014, an estimated $25K.
  • Kavar Capital Partners Group first reported a position in Stanley Black & Decker in Q4 2013 and held it in 2 quarters.
  • Kavar Capital Partners Group's Stanley Black & Decker position peaked at $72K in Q4 2013.
  • 543 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2014.

Based on Kavar Capital Partners Group's 13F filing for Q2 2014, filed 25 Jan 2019.