Laffer Tengler Investments’s Stanley Black & Decker, Inc. Corporate Units SWP Stock Holding History

Laffer Tengler Investments’s Portfolio SWP Stock Details SWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-32,592	Closed	-$3.29M	–	144
2019 Q3	$3.29M	Buy	32,592 +98	+0.3%	+$9.76K	2.81%	5
2019 Q2	$3.32M	Buy	32,494 +72	+0.2%	+$7.23K	2.84%	7
2019 Q1	$3.18M	Buy	32,422 +768	+2%	+$73.9K	0.85%	28
2018 Q4	$2.89M	Buy	31,654 +400	+1%	+$38.3K	0.85%	27
2018 Q3	$3.46M	Buy	31,254 +30	+0.1%	+$3.28K	0.86%	22
2018 Q2	$3.27M	Buy	31,224 +3,145	+11%	+$345K	0.84%	18
2018 Q1	$3.23M	Sell	28,079 -385	-1%	-$45.9K	0.8%	24
2017 Q4	$3.5M	Buy	28,464 +104	+0.4%	+$12.4K	0.88%	14
2017 Q3	$3.24M	Buy	28,360 +1,045	+4%	+$115K	0.86%	18
2017 Q2	$2.96M	Buy	+27,315	New	+$2.9M	0.75%	24

Other funds holding SWP

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ACM

Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Laffer Tengler Investments's SWP Position: Q4 2019 in Review

Laffer Tengler Investments sold out of Stanley Black & Decker, Inc. Corporate Units (SWP) in Q4 2019, closing a stake of 32,592 shares — an estimated $3.29M sold.

Laffer Tengler Investments first reported a position in SWP in Q2 2017 and held it in 10 quarters. The position peaked at $3.5M in Q4 2017. 41 funds tracked by Wall St. Rank hold SWP as of Q4 2019.

Laffer Tengler Investments reported no remaining Stanley Black & Decker, Inc. Corporate Units position as of Q4 2019 after selling out during the quarter.
Laffer Tengler Investments sold 32,592 Stanley Black & Decker, Inc. Corporate Units shares in Q4 2019, an estimated $3.29M.
Laffer Tengler Investments first reported a position in Stanley Black & Decker, Inc. Corporate Units in Q2 2017 and held it in 10 quarters.
Laffer Tengler Investments's Stanley Black & Decker, Inc. Corporate Units position peaked at $3.5M in Q4 2017.
41 funds tracked by Wall St. Rank held Stanley Black & Decker, Inc. Corporate Units as of Q4 2019.

Based on Laffer Tengler Investments's 13F filing for Q4 2019, filed 20 Feb 2020.