Old Mutual Customised Solutions’s Stanley Black & Decker SWK Stock Holding History

Old Mutual Customised Solutions’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 Q2	$1.45M	Buy	10,885 +1,200	+12%	+$173K	0.14%	177
2018 Q1	$1.48M	Buy	9,685 +1,000	+12%	+$162K	0.15%	173
2017 Q4	$1.47M	Buy	8,685 +2,900	+50%	+$475K	0.15%	172
2017 Q3	$873K	Hold	5,785	–	–	0.12%	211
2017 Q2	$814K	Hold	5,785	–	–	0.12%	206
2017 Q1	$769K	Buy	5,785 +585	+11%	+$73.4K	0.12%	219
2016 Q4	$596K	Buy	5,200 +1,600	+44%	+$191K	0.11%	237
2016 Q3	$443K	Hold	3,600	–	–	0.13%	187
2016 Q2	$400K	Buy	3,600 +2,300	+177%	+$256K	0.1%	247
2016 Q1	$137K	Hold	1,300	–	–	0.04%	534
2015 Q4	$139K	Hold	1,300	–	–	0.04%	509
2015 Q3	$126K	Hold	1,300	–	–	0.03%	544
2015 Q2	$137K	Hold	1,300	–	–	0.03%	558
2015 Q1	$124K	Hold	1,300	–	–	0.03%	567
2014 Q4	$125K	Sell	1,300 -100	-7%	-$9.22K	0.04%	535
2014 Q3	$124K	Sell	1,400 -400	-22%	-$35.8K	0.04%	514
2014 Q2	$158K	Sell	1,800 -400	-18%	-$34.1K	0.04%	494
2014 Q1	$179K	Hold	2,200	–	–	0.04%	444
2013 Q4	$178K	Hold	2,200	–	–	0.05%	424
2013 Q3	$199K	Buy	2,200 +500	+29%	+$42.8K	0.06%	374
2013 Q2	$131K	Buy	+1,700	New	+$133K	0.04%	511

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Old Mutual Customised Solutions's SWK Position: Q2 2018 in Review

Old Mutual Customised Solutions increased its Stanley Black & Decker (SWK) stake by 12% in Q2 2018, buying an estimated $173K and bringing the position to 10,885 shares worth $1.45M. The position accounts for 0.14% of the portfolio, ranked #177.

Old Mutual Customised Solutions first reported a position in SWK in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.48M in Q1 2018. 747 funds tracked by Wall St. Rank hold SWK as of Q2 2018.

Old Mutual Customised Solutions held 10,885 shares of Stanley Black & Decker worth $1.45M as of Q2 2018.
Old Mutual Customised Solutions bought 1,200 Stanley Black & Decker shares in Q2 2018, an estimated $173K.
Stanley Black & Decker made up 0.14% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #177 holding.
Old Mutual Customised Solutions first reported a position in Stanley Black & Decker in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Stanley Black & Decker position peaked at $1.48M in Q1 2018.
747 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.