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

Squar Milner 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
2020
Q2 		– Sell
-21
Closed -$2K – 658
2020
Q1 		$2K Hold
21
– – ﹤0.01% 686
2019
Q4 		$3K Buy
+21
New +$3.25K ﹤0.01% 710
2019
Q3 		– Sell
-31
Closed -$4K – 656
2019
Q2 		$4K Hold
31
– – ﹤0.01% 637
2019
Q1 		$4K Hold
31
– – ﹤0.01% 707
2018
Q4 		$4K Hold
31
– – ﹤0.01% 616
2018
Q3 		$5K Hold
31
– – ﹤0.01% 620
2018
Q2 		$4K Buy
+31
New +$4.46K ﹤0.01% 751

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Squar Milner Financial Services's SWK Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Stanley Black & Decker (SWK) in Q2 2020, closing a stake of 21 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in SWK in Q2 2018 and held it in 7 quarters. The position peaked at $5K in Q3 2018. 754 funds tracked by Wall St. Rank hold SWK as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Stanley Black & Decker position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 21 Stanley Black & Decker shares in Q2 2020, an estimated $2K.
  • Squar Milner Financial Services first reported a position in Stanley Black & Decker in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Stanley Black & Decker position peaked at $5K in Q3 2018.
  • 754 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.