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Systematic Financial Management’s Stanley Black & Decker SWK Stock Holding History

Systematic Financial 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
2017
Q1 		– Sell
-1,925
Closed -$221K – 690
2016
Q4 		$221K Sell
1,925
-126,539
-99% -$15.1M ﹤0.01% 621
2016
Q3 		$15.8M Sell
128,464
-15,724
-11% -$1.9M 0.22% 125
2016
Q2 		$16M Sell
144,188
-464,146
-76% -$51.6M 0.22% 117
2016
Q1 		$64M Sell
608,334
-139,462
-19% -$13.5M 0.8% 34
2015
Q4 		$79.8M Sell
747,796
-32
-0% -$3.37K 0.87% 32
2015
Q3 		$72.5M Buy
747,828
+413,468
+124% +$42.6M 0.77% 36
2015
Q2 		$35.2M Buy
334,360
+45,751
+16% +$4.66M 0.3% 92
2015
Q1 		$27.5M Sell
288,609
-353,518
-55% -$33.8M 0.22% 120
2014
Q4 		$61.7M Sell
642,127
-31,356
-5% -$2.89M 0.46% 72
2014
Q3 		$59.8M Buy
+673,483
New +$60.2M 0.44% 79
2014
Q1 		– Sell
-2,064
Closed -$166K – 726
2013
Q4 		$166K Buy
2,064
+98
+5% +$8.02K ﹤0.01% 633
2013
Q3 		$178K Sell
1,966
-4,255
-68% -$365K ﹤0.01% 631
2013
Q2 		$480K Buy
+6,221
New +$488K ﹤0.01% 594

Other funds holding SWK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Systematic Financial Management's SWK Position: Q1 2017 in Review

Systematic Financial Management sold out of Stanley Black & Decker (SWK) in Q1 2017, closing a stake of 1,925 shares — an estimated $221K sold.

Systematic Financial Management first reported a position in SWK in Q2 2013 and held it in 13 quarters. The position peaked at $79.8M in Q4 2015. 668 funds tracked by Wall St. Rank hold SWK as of Q1 2017.

  • Systematic Financial Management reported no remaining Stanley Black & Decker position as of Q1 2017 after selling out during the quarter.
  • Systematic Financial Management sold 1,925 Stanley Black & Decker shares in Q1 2017, an estimated $221K.
  • Systematic Financial Management first reported a position in Stanley Black & Decker in Q2 2013 and held it in 13 quarters.
  • Systematic Financial Management's Stanley Black & Decker position peaked at $79.8M in Q4 2015.
  • 668 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2017.

Based on Systematic Financial Management's 13F filing for Q1 2017, filed 11 May 2017.