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Lucia Wealth Services’s Stanley Black & Decker SWK Stock Holding History

Lucia Wealth Services’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
2019
Q3 		– Sell
-3,837
Closed -$555K – 177
2019
Q2 		$555K Sell
3,837
-1,301
-25% -$183K 0.19% 80
2019
Q1 		$700K Buy
5,138
+2,820
+122% +$368K 0.24% 80
2018
Q4 		$278K Sell
2,318
-5,861
-72% -$732K 0.13% 102
2018
Q3 		$1.2M Buy
8,179
+639
+8% +$90.9K 0.37% 64
2018
Q2 		$1M Buy
+7,540
New +$1.09M 0.44% 55

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Lucia Wealth Services's SWK Position: Q3 2019 in Review

Lucia Wealth Services sold out of Stanley Black & Decker (SWK) in Q3 2019, closing a stake of 3,837 shares — an estimated $555K sold.

Lucia Wealth Services first reported a position in SWK in Q2 2018 and held it in 5 quarters. The position peaked at $1.2M in Q3 2018. 732 funds tracked by Wall St. Rank hold SWK as of Q3 2019.

  • Lucia Wealth Services reported no remaining Stanley Black & Decker position as of Q3 2019 after selling out during the quarter.
  • Lucia Wealth Services sold 3,837 Stanley Black & Decker shares in Q3 2019, an estimated $555K.
  • Lucia Wealth Services first reported a position in Stanley Black & Decker in Q2 2018 and held it in 5 quarters.
  • Lucia Wealth Services's Stanley Black & Decker position peaked at $1.2M in Q3 2018.
  • 732 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2019.

Based on Lucia Wealth Services's 13F filing for Q3 2019, filed 9 Oct 2019.