SIA
SWK icon

Sit Investment Associates’s Stanley Black & Decker SWK Stock Holding History

Sit Investment Associates’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
2021
Q1 		– Sell
-725
Closed -$129K – 542
2020
Q4 		$129K Hold
725
– – ﹤0.01% 480
2020
Q3 		$118K Sell
725
-375
-34% -$58.4K ﹤0.01% 469
2020
Q2 		$153K Buy
1,100
+550
+100% +$66.4K ﹤0.01% 459
2020
Q1 		$55K Buy
+550
New +$78.6K ﹤0.01% 510
2018
Q4 		– Sell
-90,970
Closed -$13.3M – 553
2018
Q3 		$13.3M Sell
90,970
-2,625
-3% -$373K 0.34% 92
2018
Q2 		$12.4M Sell
93,595
-12,700
-12% -$1.83M 0.32% 102
2018
Q1 		$16.3M Buy
106,295
+20,145
+23% +$3.27M 0.4% 83
2017
Q4 		$14.6M Sell
86,150
-39,100
-31% -$6.4M 0.35% 91
2017
Q3 		$18.9M Sell
125,250
-31,137
-20% -$4.48M 0.47% 70
2017
Q2 		$22M Buy
156,387
+11,437
+8% +$1.57M 0.54% 67
2017
Q1 		$19.3M Sell
144,950
-2,750
-2% -$345K 0.48% 80
2016
Q4 		$16.9M Buy
147,700
+54,850
+59% +$6.53M 0.44% 90
2016
Q3 		$11.4M Buy
+92,850
New +$11.2M 0.3% 111
2013
Q4 		– Sell
-301,200
Closed -$27.3M – 465
2013
Q3 		$27.3M Sell
301,200
-1,775
-0.6% -$152K 0.52% 73
2013
Q2 		$23.4M Buy
+302,975
New +$23.7M 0.47% 75

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 $1.81T AUM 41.13% 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

Sit Investment Associates's SWK Position: Q1 2021 in Review

Sit Investment Associates sold out of Stanley Black & Decker (SWK) in Q1 2021, closing a stake of 725 shares — an estimated $129K sold.

Sit Investment Associates first reported a position in SWK in Q2 2013 and held it in 15 quarters. The position peaked at $27.3M in Q3 2013. 885 funds tracked by Wall St. Rank hold SWK as of Q1 2021.

  • Sit Investment Associates reported no remaining Stanley Black & Decker position as of Q1 2021 after selling out during the quarter.
  • Sit Investment Associates sold 725 Stanley Black & Decker shares in Q1 2021, an estimated $129K.
  • Sit Investment Associates first reported a position in Stanley Black & Decker in Q2 2013 and held it in 15 quarters.
  • Sit Investment Associates's Stanley Black & Decker position peaked at $27.3M in Q3 2013.
  • 885 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2021.

Based on Sit Investment Associates's 13F filing for Q1 2021, filed 13 May 2021.