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Middleton & Co’s Stanley Black & Decker SWK Stock Holding History

Middleton & Co’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
-43,161
Closed -$3.34M – 146
2013
Q2 		$3.34M Buy
+43,161
New +$3.38M 0.98% 45

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

Middleton & Co's SWK Position: Q3 2013 in Review

Middleton & Co sold out of Stanley Black & Decker (SWK) in Q3 2013, closing a stake of 43,161 shares — an estimated $3.34M sold.

Middleton & Co first reported a position in SWK in Q2 2013 and held it in 1 quarter. The position peaked at $3.34M in Q2 2013. 512 funds tracked by Wall St. Rank hold SWK as of Q3 2013.

  • Middleton & Co reported no remaining Stanley Black & Decker position as of Q3 2013 after selling out during the quarter.
  • Middleton & Co sold 43,161 Stanley Black & Decker shares in Q3 2013, an estimated $3.34M.
  • Middleton & Co first reported a position in Stanley Black & Decker in Q2 2013 and held it in 1 quarter.
  • Middleton & Co's Stanley Black & Decker position peaked at $3.34M in Q2 2013.
  • 512 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2013.

Based on Middleton & Co's 13F filing for Q3 2013, filed 23 Oct 2013.