Northstar Wealth Partners’s Stanley Black & Decker SWK Stock Holding History

Northstar Wealth Partners’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	$468K	Sell	2,889 -270	-9%	-$42K	0.22%	90
2020 Q2	$440K	Hold	3,159	–	–	0.18%	108
2020 Q1	$315K	Hold	3,159	–	–	0.16%	125
2019 Q4	$523K	Hold	3,159	–	–	0.21%	110
2019 Q3	$456K	Sell	3,159 -100	-3%	-$14.1K	0.2%	117
2019 Q2	$471K	Sell	3,259 -70	-2%	-$9.86K	0.21%	113
2019 Q1	$453K	Hold	3,329	–	–	0.21%	110
2018 Q4	$399K	Sell	3,329 -96	-3%	-$12K	0.21%	112
2018 Q3	$501K	Buy	3,425 +58	+2%	+$8.25K	0.24%	104
2018 Q2	$447K	Hold	3,367	–	–	0.22%	118
2018 Q1	$515K	Buy	+3,367	New	+$546K	0.26%	106

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 $315B AUM 27.84% 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

Northstar Wealth Partners's SWK Position: Q3 2020 in Review

Northstar Wealth Partners reduced its Stanley Black & Decker (SWK) stake by 8.5% in Q3 2020, selling an estimated $42K and leaving 2,889 shares worth $468K. The position accounts for 0.22% of the portfolio, ranked #90.

Northstar Wealth Partners first reported a position in SWK in Q1 2018 and has held it in 11 quarters since. The position peaked at $523K in Q4 2019. 767 funds tracked by Wall St. Rank hold SWK as of Q3 2020.

Northstar Wealth Partners held 2,889 shares of Stanley Black & Decker worth $468K as of Q3 2020.
Northstar Wealth Partners sold 270 Stanley Black & Decker shares in Q3 2020, an estimated $42K.
Stanley Black & Decker made up 0.22% of Northstar Wealth Partners's portfolio in Q3 2020, its #90 holding.
Northstar Wealth Partners first reported a position in Stanley Black & Decker in Q1 2018 and has held it in 11 quarters since.
Northstar Wealth Partners's Stanley Black & Decker position peaked at $523K in Q4 2019.
767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.