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Oliver Luxxe Assets’s Stanley Black & Decker SWK Stock Holding History

Oliver Luxxe Assets’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
Q2 		– Sell
-6,867
Closed -$785K – 125
2020
Q1 		$785K Sell
6,867
-14,568
-68% -$2.08M 0.49% 72
2019
Q4 		$3.55M Sell
21,435
-1,482
-6% -$230K 1.86% 13
2019
Q3 		$3.15M Buy
22,917
+5,760
+34% +$814K 1.84% 16
2019
Q2 		$2.49M Buy
+17,157
New +$2.42M 1.38% 27

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oliver Luxxe Assets's SWK Position: Q2 2020 in Review

Oliver Luxxe Assets sold out of Stanley Black & Decker (SWK) in Q2 2020, closing a stake of 6,867 shares — an estimated $785K sold.

Oliver Luxxe Assets first reported a position in SWK in Q2 2019 and held it in 4 quarters. The position peaked at $3.55M in Q4 2019. 753 funds tracked by Wall St. Rank hold SWK as of Q2 2020.

  • Oliver Luxxe Assets reported no remaining Stanley Black & Decker position as of Q2 2020 after selling out during the quarter.
  • Oliver Luxxe Assets sold 6,867 Stanley Black & Decker shares in Q2 2020, an estimated $785K.
  • Oliver Luxxe Assets first reported a position in Stanley Black & Decker in Q2 2019 and held it in 4 quarters.
  • Oliver Luxxe Assets's Stanley Black & Decker position peaked at $3.55M in Q4 2019.
  • 753 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2020.

Based on Oliver Luxxe Assets's 13F filing for Q2 2020, filed 12 Aug 2020.