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Novare Capital Management’s Stanley Black & Decker SWK Stock Holding History

Novare Capital Management’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
Q4 		– Sell
-19,655
Closed -$1.78M – 123
2013
Q3 		$1.78M Sell
19,655
-6,100
-24% -$523K 0.55% 63
2013
Q2 		$1.99M Buy
+25,755
New +$2.02M 0.67% 57

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Novare Capital Management's SWK Position: Q4 2013 in Review

Novare Capital Management sold out of Stanley Black & Decker (SWK) in Q4 2013, closing a stake of 19,655 shares — an estimated $1.78M sold.

Novare Capital Management first reported a position in SWK in Q2 2013 and held it in 2 quarters. The position peaked at $1.99M in Q2 2013. 530 funds tracked by Wall St. Rank hold SWK as of Q4 2013.

  • Novare Capital Management reported no remaining Stanley Black & Decker position as of Q4 2013 after selling out during the quarter.
  • Novare Capital Management sold 19,655 Stanley Black & Decker shares in Q4 2013, an estimated $1.78M.
  • Novare Capital Management first reported a position in Stanley Black & Decker in Q2 2013 and held it in 2 quarters.
  • Novare Capital Management's Stanley Black & Decker position peaked at $1.99M in Q2 2013.
  • 530 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2013.

Based on Novare Capital Management's 13F filing for Q4 2013, filed 10 Feb 2014.