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Orion Portfolio Solutions’s Stanley Black & Decker SWK Stock Holding History

Orion Portfolio 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
2020
Q3 		– Sell
-326
Closed -$45K – 1849
2020
Q2 		$45K Sell
326
-43
-12% -$5.19K ﹤0.01% 732
2020
Q1 		$37K Sell
369
-38
-9% -$5.43K ﹤0.01% 661
2019
Q4 		$67K Buy
+407
New +$63K 0.01% 492

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

Orion Portfolio Solutions's SWK Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Stanley Black & Decker (SWK) in Q3 2020, closing a stake of 326 shares — an estimated $45K sold.

Orion Portfolio Solutions first reported a position in SWK in Q4 2019 and held it in 3 quarters. The position peaked at $67K in Q4 2019. 766 funds tracked by Wall St. Rank hold SWK as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Stanley Black & Decker position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 326 Stanley Black & Decker shares in Q3 2020, an estimated $45K.
  • Orion Portfolio Solutions first reported a position in Stanley Black & Decker in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Stanley Black & Decker position peaked at $67K in Q4 2019.
  • 766 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.