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Oakbrook Investments’s Stanley Black & Decker SWK Stock Holding History

Oakbrook Investments’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
Q1 		– Sell
-8,575
Closed -$1.42M – 462
2019
Q4 		$1.42M Sell
8,575
-4,575
-35% -$709K 0.29% 63
2019
Q3 		$1.9M Sell
13,150
-1,925
-13% -$272K 0.12% 118
2019
Q2 		$2.18M Buy
15,075
+12,700
+535% +$1.79M 0.13% 111
2019
Q1 		$323K Sell
2,375
-5,454
-70% -$711K 0.02% 486
2018
Q4 		$937K Buy
7,829
+5,955
+318% +$743K 0.06% 248
2018
Q3 		$274K Sell
1,874
-300
-14% -$42.7K 0.02% 563
2018
Q2 		$289K Sell
2,174
-9,641
-82% -$1.39M 0.02% 470
2018
Q1 		$1.81M Buy
11,815
+640
+6% +$104K 0.11% 144
2017
Q4 		$1.9M Sell
11,175
-1,060
-9% -$173K 0.12% 130
2017
Q3 		$1.85M Buy
12,235
+1,625
+15% +$234K 0.12% 145
2017
Q2 		$1.49M Sell
10,610
-540
-5% -$74.1K 0.1% 158
2017
Q1 		$1.48M Sell
11,150
-3,050
-21% -$383K 0.1% 167
2016
Q4 		$1.63M Sell
14,200
-1,075
-7% -$128K 0.11% 161
2016
Q3 		$1.88M Buy
15,275
+6,275
+70% +$757K 0.11% 151
2016
Q2 		$1M Sell
9,000
-4,975
-36% -$553K 0.06% 267
2016
Q1 		$1.47M Buy
13,975
+5,400
+63% +$524K 0.09% 172
2015
Q4 		$915K Sell
8,575
-1,825
-18% -$192K 0.06% 264
2015
Q3 		$1.01M Sell
10,400
-10,000
-49% -$1.03M 0.07% 264
2015
Q2 		$2.15M Buy
20,400
+4,525
+29% +$461K 0.13% 151
2015
Q1 		$1.51M Sell
15,875
-2,650
-14% -$254K 0.08% 231
2014
Q4 		$1.78M Sell
18,525
-1,200
-6% -$111K 0.1% 195
2014
Q3 		$1.75M Sell
19,725
-26,050
-57% -$2.33M 0.09% 205
2014
Q2 		$4.02M Sell
45,775
-6,000
-12% -$511K 0.12% 182
2014
Q1 		$4.21M Sell
51,775
-9,500
-16% -$762K 0.13% 176
2013
Q4 		$4.94M Sell
61,275
-4,425
-7% -$362K 0.14% 170
2013
Q3 		$5.95M Buy
65,700
+29,900
+84% +$2.56M 0.17% 138
2013
Q2 		$2.77M Buy
+35,800
New +$2.81M 0.08% 252

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Oakbrook Investments's SWK Position: Q1 2020 in Review

Oakbrook Investments sold out of Stanley Black & Decker (SWK) in Q1 2020, closing a stake of 8,575 shares — an estimated $1.42M sold.

Oakbrook Investments first reported a position in SWK in Q2 2013 and held it in 27 quarters. The position peaked at $5.95M in Q3 2013. 716 funds tracked by Wall St. Rank hold SWK as of Q1 2020.

  • Oakbrook Investments reported no remaining Stanley Black & Decker position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 8,575 Stanley Black & Decker shares in Q1 2020, an estimated $1.42M.
  • Oakbrook Investments first reported a position in Stanley Black & Decker in Q2 2013 and held it in 27 quarters.
  • Oakbrook Investments's Stanley Black & Decker position peaked at $5.95M in Q3 2013.
  • 716 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.