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Rational Advisors’s Stanley Black & Decker SWK Stock Holding History

Rational Advisors’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
Q4 		– Sell
-3
Closed – – 548
2020
Q3 		$0 Sell
3
-4
-57% -$623 ﹤0.01% 649
2020
Q2 		$1K Buy
+7
New +$845 ﹤0.01% 501
2020
Q1 		– Sell
-17
Closed -$3K – 470
2019
Q4 		$3K Sell
17
-59
-78% -$9.14K ﹤0.01% 514
2019
Q3 		$11K Sell
76
-89
-54% -$12.6K ﹤0.01% 494
2019
Q2 		$24K Sell
165
-88
-35% -$12.4K 0.01% 427
2019
Q1 		$34K Buy
253
+247
+4,117% +$32.2K 0.01% 347
2018
Q4 		$1K Sell
6
-797
-99% -$99.5K ﹤0.01% 509
2018
Q3 		$117K Buy
803
+790
+6,077% +$112K 0.03% 226
2018
Q2 		$2K Sell
13
-5,851
-100% -$842K ﹤0.01% 440
2018
Q1 		$898K Buy
5,864
+164
+3% +$26.6K 0.42% 90
2017
Q4 		$967K Hold
5,700
– – 0.5% 77
2017
Q3 		$861K Hold
5,700
– – 0.46% 70
2017
Q2 		$802K Hold
5,700
– – 0.5% 70
2017
Q1 		$757K Buy
+5,700
New +$715K 0.5% 74
2016
Q4 		– Sell
-5,700
Closed -$701K – 301
2016
Q3 		$701K Buy
+5,700
New +$688K 0.46% 83
2015
Q3 		$5K Hold
54
– – ﹤0.01% 414
2015
Q2 		$6K Hold
54
– – ﹤0.01% 415
2015
Q1 		$5K Sell
54
-36
-40% -$3.45K ﹤0.01% 431
2014
Q4 		$9K Buy
+90
New +$8.3K ﹤0.01% 451
2013
Q4 		$11K Sell
135
-9
-6% -$737 ﹤0.01% 801
2013
Q3 		$13K Hold
144
– – ﹤0.01% 809
2013
Q2 		$11K Buy
+144
New +$11.3K ﹤0.01% 822

Other funds holding SWK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rational Advisors's SWK Position: Q4 2020 in Review

Rational Advisors sold out of Stanley Black & Decker (SWK) in Q4 2020, closing a stake of 3 shares.

Rational Advisors first reported a position in SWK in Q2 2013 and held it in 22 quarters. The position peaked at $967K in Q4 2017. 863 funds tracked by Wall St. Rank hold SWK as of Q4 2020.

  • Rational Advisors reported no remaining Stanley Black & Decker position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 3 Stanley Black & Decker shares in Q4 2020.
  • Rational Advisors first reported a position in Stanley Black & Decker in Q2 2013 and held it in 22 quarters.
  • Rational Advisors's Stanley Black & Decker position peaked at $967K in Q4 2017.
  • 863 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.