LifePlan Financial Group’s Stanley Black & Decker SWK Stock Holding History

LifePlan Financial 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
2020 Q3	$381K	Hold	2,347	–	–	0.16%	94
2020 Q2	$327K	Hold	2,347	–	–	0.15%	100
2020 Q1	$235K	Hold	2,347	–	–	0.13%	106
2019 Q4	$389K	Hold	2,347	–	–	0.17%	94
2019 Q3	$339K	Hold	2,347	–	–	0.16%	100
2019 Q2	$339K	Hold	2,347	–	–	0.16%	100
2019 Q1	$320K	Hold	2,347	–	–	0.17%	99
2018 Q4	$281K	Hold	2,347	–	–	0.18%	97
2018 Q3	$344K	Hold	2,347	–	–	0.19%	89
2018 Q2	$312K	Hold	2,347	–	–	0.17%	90
2018 Q1	$360K	Sell	2,347 -2	-0.1%	-$325	0.21%	77
2017 Q4	$355K	Hold	2,349	–	–	0.23%	79
2017 Q3	$355K	Hold	2,349	–	–	0.23%	79
2017 Q2	$331K	Hold	2,349	–	–	0.23%	80
2017 Q1	$312K	Hold	2,349	–	–	0.22%	82
2016 Q4	$269K	Hold	2,349	–	–	0.19%	94
2016 Q3	$289K	Hold	2,349	–	–	0.2%	87
2016 Q2	$261K	Hold	2,349	–	–	0.18%	89
2016 Q1	$247K	Hold	2,349	–	–	0.18%	87
2015 Q4	$251K	Hold	2,349	–	–	0.18%	80
2015 Q3	$228K	Hold	2,349	–	–	0.17%	83
2015 Q2	$247K	Hold	2,349	–	–	0.17%	84
2015 Q1	$224K	Hold	2,349	–	–	0.15%	72
2014 Q4	$226K	Hold	2,349	–	–	0.15%	69
2014 Q3	$209K	Hold	2,349	–	–	0.18%	65
2014 Q2	$206K	Hold	2,349	–	–	0.15%	62
2014 Q1	$191K	Hold	2,349	–	–	0.15%	63
2013 Q4	$190K	Hold	2,349	–	–	0.13%	60
2013 Q3	$213K	Hold	2,349	–	–	0.17%	43
2013 Q2	$182K	Buy	+2,349	New	+$184K	0.2%	42

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LifePlan Financial Group's SWK Position: Q3 2020 in Review

LifePlan Financial Group held its Stanley Black & Decker (SWK) position steady in Q3 2020 at 2,347 shares worth $381K. The position accounts for 0.16% of the portfolio, ranked #94.

LifePlan Financial Group first reported a position in SWK in Q2 2013 and has held it in 30 quarters since. The position peaked at $389K in Q4 2019. 766 funds tracked by Wall St. Rank hold SWK as of Q3 2020.

LifePlan Financial Group held 2,347 shares of Stanley Black & Decker worth $381K as of Q3 2020.
LifePlan Financial Group left its Stanley Black & Decker share count unchanged in Q3 2020.
Stanley Black & Decker made up 0.16% of LifePlan Financial Group's portfolio in Q3 2020, its #94 holding.
LifePlan Financial Group first reported a position in Stanley Black & Decker in Q2 2013 and has held it in 30 quarters since.
LifePlan Financial Group's Stanley Black & Decker position peaked at $389K in Q4 2019.
766 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.