MDSL
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M.D. Sass LLC’s Stanley Black & Decker SWK Stock Holding History

M.D. Sass LLC’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
2013
Q3 		– Sell
-442,752
Closed -$34.2M – 47
2013
Q2 		$34.2M Buy
+442,752
New +$34.7M 2.81% 21

Other funds holding SWK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

M.D. Sass LLC's SWK Position: Q3 2013 in Review

M.D. Sass LLC sold out of Stanley Black & Decker (SWK) in Q3 2013, closing a stake of 442,752 shares — an estimated $34.2M sold.

M.D. Sass LLC first reported a position in SWK in Q2 2013 and held it in 1 quarter. The position peaked at $34.2M in Q2 2013. 512 funds tracked by Wall St. Rank hold SWK as of Q3 2013.

  • M.D. Sass LLC reported no remaining Stanley Black & Decker position as of Q3 2013 after selling out during the quarter.
  • M.D. Sass LLC sold 442,752 Stanley Black & Decker shares in Q3 2013, an estimated $34.2M.
  • M.D. Sass LLC first reported a position in Stanley Black & Decker in Q2 2013 and held it in 1 quarter.
  • M.D. Sass LLC's Stanley Black & Decker position peaked at $34.2M in Q2 2013.
  • 512 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2013.

Based on M.D. Sass LLC's 13F filing for Q3 2013, filed 12 Nov 2013.