OFS
SWK icon

Orrstown Financial Services’s Stanley Black & Decker SWK Stock Holding History

Orrstown Financial Services’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
Q3 		– Sell
-250
Closed -$33K – 290
2018
Q2 		$33K Sell
250
-75
-23% -$10.8K 0.04% 164
2018
Q1 		$50K Sell
325
-175
-35% -$28.4K 0.06% 145
2017
Q4 		$85K Hold
500
– – 0.1% 123
2017
Q3 		$75K Sell
500
-17
-3% -$2.44K 0.08% 127
2017
Q2 		$73K Buy
517
+17
+3% +$2.33K 0.08% 126
2017
Q1 		$66K Buy
+500
New +$62.7K 0.07% 137
2016
Q1 		– Sell
-65
Closed -$7K – 241
2015
Q4 		$7K Hold
65
– – 0.01% 182
2015
Q3 		$6K Buy
+65
New +$6.69K 0.01% 202

Other funds holding SWK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Orrstown Financial Services's SWK Position: Q3 2018 in Review

Orrstown Financial Services sold out of Stanley Black & Decker (SWK) in Q3 2018, closing a stake of 250 shares — an estimated $33K sold.

Orrstown Financial Services first reported a position in SWK in Q3 2015 and held it in 8 quarters. The position peaked at $85K in Q4 2017. 721 funds tracked by Wall St. Rank hold SWK as of Q3 2018.

  • Orrstown Financial Services reported no remaining Stanley Black & Decker position as of Q3 2018 after selling out during the quarter.
  • Orrstown Financial Services sold 250 Stanley Black & Decker shares in Q3 2018, an estimated $33K.
  • Orrstown Financial Services first reported a position in Stanley Black & Decker in Q3 2015 and held it in 8 quarters.
  • Orrstown Financial Services's Stanley Black & Decker position peaked at $85K in Q4 2017.
  • 721 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2018.

Based on Orrstown Financial Services's 13F filing for Q3 2018, filed 23 Oct 2018.