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Lenox Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Lenox Wealth 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
2020
Q2 		$0 Buy
7
+2
+40% +$241 ﹤0.01% 797
2020
Q1 		$0 Buy
+5
New +$714 ﹤0.01% 769
2017
Q4 		– Sell
-81
Closed -$12K – 514
2017
Q3 		$12K Hold
81
– – ﹤0.01% 370
2017
Q2 		$11K Buy
+81
New +$11.1K ﹤0.01% 367

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lenox Wealth Management's SWK Position: Q2 2020 in Review

Lenox Wealth Management increased its Stanley Black & Decker (SWK) stake by 40% in Q2 2020, buying an estimated $241 and bringing the position to 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Lenox Wealth Management first reported a position in SWK in Q2 2017 and has held it in 4 quarters since. The position peaked at $12K in Q3 2017. 753 funds tracked by Wall St. Rank hold SWK as of Q2 2020.

  • Lenox Wealth Management held 7 shares of Stanley Black & Decker worth $0 as of Q2 2020.
  • Lenox Wealth Management bought 2 Stanley Black & Decker shares in Q2 2020, an estimated $241.
  • Stanley Black & Decker made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #797 holding.
  • Lenox Wealth Management first reported a position in Stanley Black & Decker in Q2 2017 and has held it in 4 quarters since.
  • Lenox Wealth Management's Stanley Black & Decker position peaked at $12K in Q3 2017.
  • 753 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.