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Palladiem’s Stanley Black & Decker SWK Stock Holding History

Palladiem’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
2015
Q3 		$12K Hold
124
– – 0.02% 86
2015
Q2 		$13K Hold
124
– – 0.01% 119
2015
Q1 		$12K Hold
124
– – 0.01% 115
2014
Q4 		$12K Buy
+124
New +$11.4K 0.01% 121

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Palladiem's SWK Position: Q3 2015 in Review

Palladiem held its Stanley Black & Decker (SWK) position steady in Q3 2015 at 124 shares worth $12K. The position accounts for 0.02% of the portfolio, ranked #86.

Palladiem first reported a position in SWK in Q4 2014 and has held it in 4 quarters since. The position peaked at $13K in Q2 2015. 600 funds tracked by Wall St. Rank hold SWK as of Q3 2015.

  • Palladiem held 124 shares of Stanley Black & Decker worth $12K as of Q3 2015.
  • Palladiem left its Stanley Black & Decker share count unchanged in Q3 2015.
  • Stanley Black & Decker made up 0.02% of Palladiem's portfolio in Q3 2015, its #86 holding.
  • Palladiem first reported a position in Stanley Black & Decker in Q4 2014 and has held it in 4 quarters since.
  • Palladiem's Stanley Black & Decker position peaked at $13K in Q2 2015.
  • 600 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2015.

Based on Palladiem's 13F filing for Q3 2015, filed 29 Oct 2015.