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Koch Industries’s Stanley Black & Decker SWK Stock Holding History

Koch Industries’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
Q2 		– Sell
-4,961
Closed -$760K – 564
2018
Q1 		$760K Buy
4,961
+2,034
+69% +$330K 0.08% 216
2017
Q4 		$497K Buy
+2,927
New +$479K 0.07% 236
2017
Q2 		– Sell
-2,240
Closed -$298K – 543
2017
Q1 		$298K Buy
+2,240
New +$281K 0.25% 106

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Koch Industries's SWK Position: Q2 2018 in Review

Koch Industries sold out of Stanley Black & Decker (SWK) in Q2 2018, closing a stake of 4,961 shares — an estimated $760K sold.

Koch Industries first reported a position in SWK in Q1 2017 and held it in 3 quarters. The position peaked at $760K in Q1 2018. 747 funds tracked by Wall St. Rank hold SWK as of Q2 2018.

  • Koch Industries reported no remaining Stanley Black & Decker position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 4,961 Stanley Black & Decker shares in Q2 2018, an estimated $760K.
  • Koch Industries first reported a position in Stanley Black & Decker in Q1 2017 and held it in 3 quarters.
  • Koch Industries's Stanley Black & Decker position peaked at $760K in Q1 2018.
  • 747 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.