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Kore Private Wealth’s Stanley Black & Decker SWK Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-975
Closed -$135K – 977
2020
Q2 		$135K Buy
975
+8
+0.8% +$965 0.03% 287
2020
Q1 		$97K Buy
967
+97
+11% +$13.9K 0.02% 316
2019
Q4 		$144K Buy
+870
New +$135K 0.03% 304
2019
Q2 		– Sell
-700
Closed -$95K – 713
2019
Q1 		$95K Hold
700
– – 0.02% 292
2018
Q4 		$84K Buy
+700
New +$87.4K 0.02% 295

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kore Private Wealth's SWK Position: Q3 2020 in Review

Kore Private Wealth sold out of Stanley Black & Decker (SWK) in Q3 2020, closing a stake of 975 shares — an estimated $135K sold.

Kore Private Wealth first reported a position in SWK in Q4 2018 and held it in 5 quarters. The position peaked at $144K in Q4 2019. 766 funds tracked by Wall St. Rank hold SWK as of Q3 2020.

  • Kore Private Wealth reported no remaining Stanley Black & Decker position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 975 Stanley Black & Decker shares in Q3 2020, an estimated $135K.
  • Kore Private Wealth first reported a position in Stanley Black & Decker in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Stanley Black & Decker position peaked at $144K in Q4 2019.
  • 766 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.