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Sustainable Insight Capital Management’s Stanley Black & Decker SWK Stock Holding History

Sustainable Insight Capital Management’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
2018
Q3 		– Sell
-70,008
Closed -$9.3M – 89
2018
Q2 		$9.3M Sell
70,008
-9,192
-12% -$1.32M 3.54% 9
2018
Q1 		$12.1M Buy
79,200
+76,600
+2,946% +$12.4M 4.82% 6
2017
Q4 		$441K Buy
+2,600
New +$426K 0.17% 39

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Sustainable Insight Capital Management's SWK Position: Q3 2018 in Review

Sustainable Insight Capital Management sold out of Stanley Black & Decker (SWK) in Q3 2018, closing a stake of 70,008 shares — an estimated $9.3M sold.

Sustainable Insight Capital Management first reported a position in SWK in Q4 2017 and held it in 3 quarters. The position peaked at $12.1M in Q1 2018. 722 funds tracked by Wall St. Rank hold SWK as of Q3 2018.

  • Sustainable Insight Capital Management reported no remaining Stanley Black & Decker position as of Q3 2018 after selling out during the quarter.
  • Sustainable Insight Capital Management sold 70,008 Stanley Black & Decker shares in Q3 2018, an estimated $9.3M.
  • Sustainable Insight Capital Management first reported a position in Stanley Black & Decker in Q4 2017 and held it in 3 quarters.
  • Sustainable Insight Capital Management's Stanley Black & Decker position peaked at $12.1M in Q1 2018.
  • 722 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2018.

Based on Sustainable Insight Capital Management's 13F filing for Q3 2018, filed 9 Nov 2018.