PC
SWP

Permanens Capital’s Stanley Black & Decker, Inc. Corporate Units SWP Stock Holding History

Permanens Capital’s Portfolio SWP Stock Details SWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,100
Closed -$111K – 142
2019
Q3 		$111K Buy
1,100
+400
+57% +$39.8K 0.03% 41
2019
Q2 		$71K Buy
+700
New +$70.3K 0.02% 48

Other funds holding SWP

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Permanens Capital's SWP Position: Q4 2019 in Review

Permanens Capital sold out of Stanley Black & Decker, Inc. Corporate Units (SWP) in Q4 2019, closing a stake of 1,100 shares — an estimated $111K sold.

Permanens Capital first reported a position in SWP in Q2 2019 and held it in 2 quarters. The position peaked at $111K in Q3 2019. 41 funds tracked by Wall St. Rank hold SWP as of Q4 2019.

  • Permanens Capital reported no remaining Stanley Black & Decker, Inc. Corporate Units position as of Q4 2019 after selling out during the quarter.
  • Permanens Capital sold 1,100 Stanley Black & Decker, Inc. Corporate Units shares in Q4 2019, an estimated $111K.
  • Permanens Capital first reported a position in Stanley Black & Decker, Inc. Corporate Units in Q2 2019 and held it in 2 quarters.
  • Permanens Capital's Stanley Black & Decker, Inc. Corporate Units position peaked at $111K in Q3 2019.
  • 41 funds tracked by Wall St. Rank held Stanley Black & Decker, Inc. Corporate Units as of Q4 2019.

Based on Permanens Capital's 13F filing for Q4 2019, filed 13 Feb 2020.