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Lumbard & Kellner’s Stanley Black & Decker SWK Stock Holding History

Lumbard & Kellner’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
2014
Q2 		– Sell
-22,695
Closed -$1.83M – 99
2014
Q1 		$1.83M Hold
22,695
– – 1.57% 25
2013
Q4 		$1.83M Buy
+22,695
New +$1.86M 1.57% 25

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lumbard & Kellner's SWK Position: Q2 2014 in Review

Lumbard & Kellner sold out of Stanley Black & Decker (SWK) in Q2 2014, closing a stake of 22,695 shares — an estimated $1.83M sold.

Lumbard & Kellner first reported a position in SWK in Q4 2013 and held it in 2 quarters. The position peaked at $1.83M in Q1 2014. 543 funds tracked by Wall St. Rank hold SWK as of Q2 2014.

  • Lumbard & Kellner reported no remaining Stanley Black & Decker position as of Q2 2014 after selling out during the quarter.
  • Lumbard & Kellner sold 22,695 Stanley Black & Decker shares in Q2 2014, an estimated $1.83M.
  • Lumbard & Kellner first reported a position in Stanley Black & Decker in Q4 2013 and held it in 2 quarters.
  • Lumbard & Kellner's Stanley Black & Decker position peaked at $1.83M in Q1 2014.
  • 543 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2014.

Based on Lumbard & Kellner's 13F filing for Q2 2014, filed 14 Aug 2014.