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SVA Wealth Management’s Illinois Tool Works ITW Stock Holding History

SVA Wealth Management’s Portfolio ITW Stock Details ITW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$284K Buy
1,394
+189
+16% +$38.6K 0.02% 202
2020
Q3 		$233K Sell
1,205
-145
-11% -$27.5K 0.02% 195
2020
Q2 		$236K Buy
+1,350
New +$220K 0.03% 182
2020
Q1 		– Sell
-1,421
Closed -$255K – 199
2019
Q4 		$255K Hold
1,421
– – 0.02% 187
2019
Q3 		$222K Buy
1,421
+39
+3% +$5.92K 0.02% 191
2019
Q2 		$208K Sell
1,382
-425
-24% -$64.2K 0.02% 200
2019
Q1 		$259K Sell
1,807
-34
-2% -$4.7K 0.03% 190
2018
Q4 		$233K Sell
1,841
-5
-0.3% -$659 0.03% 191
2018
Q3 		$261K Sell
1,846
-19
-1% -$2.68K 0.03% 194
2018
Q2 		$258K Sell
1,865
-275
-13% -$40.7K 0.03% 193
2018
Q1 		$317K Buy
2,140
+210
+11% +$34.9K 0.04% 175
2017
Q4 		$322K Sell
1,930
-210
-10% -$33.5K 0.04% 173
2017
Q3 		$317K Buy
2,140
+78
+4% +$11.1K 0.04% 175
2017
Q2 		$295K Buy
2,062
+150
+8% +$20.9K 0.04% 167
2017
Q1 		$253K Buy
1,912
+37
+2% +$4.79K 0.03% 175
2016
Q4 		$230K Sell
1,875
-200
-10% -$24.2K 0.03% 184
2016
Q3 		$249K Sell
2,075
-207
-9% -$24K 0.04% 179
2016
Q2 		$238K Sell
2,282
-63
-3% -$6.6K 0.04% 181
2016
Q1 		$240K Hold
2,345
– – 0.04% 185
2015
Q4 		$217K Sell
2,345
-126
-5% -$11.4K 0.04% 201
2015
Q3 		$203K Buy
2,471
+125
+5% +$10.9K 0.04% 196
2015
Q2 		$215K Buy
2,346
+127
+6% +$12.1K 0.04% 197
2015
Q1 		$216K Buy
2,219
+1
+0% +$96 0.04% 199
2014
Q4 		$210K Buy
+2,218
New +$202K 0.08% 173

Other funds holding ITW

BHM
Briar Hall Management Nashville, Tennessee $6.72B AUM 4.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVA Wealth Management's ITW Position: Q4 2020 in Review

SVA Wealth Management increased its Illinois Tool Works (ITW) stake by 16% in Q4 2020, buying an estimated $38.6K and bringing the position to 1,394 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #202.

SVA Wealth Management first reported a position in ITW in Q4 2014 and has held it in 24 quarters since. The position peaked at $322K in Q4 2017. 1,464 funds tracked by Wall St. Rank hold ITW as of Q4 2020.

  • SVA Wealth Management held 1,394 shares of Illinois Tool Works worth $284K as of Q4 2020.
  • SVA Wealth Management bought 189 Illinois Tool Works shares in Q4 2020, an estimated $38.6K.
  • Illinois Tool Works made up 0.02% of SVA Wealth Management's portfolio in Q4 2020, its #202 holding.
  • SVA Wealth Management first reported a position in Illinois Tool Works in Q4 2014 and has held it in 24 quarters since.
  • SVA Wealth Management's Illinois Tool Works position peaked at $322K in Q4 2017.
  • 1,464 funds tracked by Wall St. Rank held Illinois Tool Works as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.