OCM
SWK icon

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

Oakwood 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
2018
Q4 		– Sell
-28,965
Closed -$4.24M – 55
2018
Q3 		$4.24M Buy
28,965
+15
+0.1% +$2.13K 1.72% 31
2018
Q2 		$3.85M Sell
28,950
-445
-2% -$64K 1.62% 32
2018
Q1 		$4.5M Buy
+29,395
New +$4.77M 1.92% 29

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oakwood Capital Management's SWK Position: Q4 2018 in Review

Oakwood Capital Management sold out of Stanley Black & Decker (SWK) in Q4 2018, closing a stake of 28,965 shares — an estimated $4.24M sold.

Oakwood Capital Management first reported a position in SWK in Q1 2018 and held it in 3 quarters. The position peaked at $4.5M in Q1 2018. 715 funds tracked by Wall St. Rank hold SWK as of Q4 2018.

  • Oakwood Capital Management reported no remaining Stanley Black & Decker position as of Q4 2018 after selling out during the quarter.
  • Oakwood Capital Management sold 28,965 Stanley Black & Decker shares in Q4 2018, an estimated $4.24M.
  • Oakwood Capital Management first reported a position in Stanley Black & Decker in Q1 2018 and held it in 3 quarters.
  • Oakwood Capital Management's Stanley Black & Decker position peaked at $4.5M in Q1 2018.
  • 715 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2018.

Based on Oakwood Capital Management's 13F filing for Q4 2018, filed 25 Jan 2019.