Verity Asset Management’s Stanley Black & Decker SWK Stock Holding History

Verity Asset 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 Q4	–	Sell	-1,531	Closed	-$224K	–	145
2018 Q3	$224K	Buy	+1,531	New	+$218K	0.22%	112
2015 Q2	–	Sell	-2,575	Closed	-$246K	–	115
2015 Q1	$246K	Buy	+2,575	New	+$246K	0.24%	55
2014 Q4	–	Sell	-6,592	Closed	-$585K	–	96
2014 Q3	$585K	Buy	+6,592	New	+$589K	0.66%	39

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Verity Asset Management's SWK Position: Q4 2018 in Review

Verity Asset Management sold out of Stanley Black & Decker (SWK) in Q4 2018, closing a stake of 1,531 shares — an estimated $224K sold.

Verity Asset Management first reported a position in SWK in Q3 2014 and held it in 3 quarters. The position peaked at $585K in Q3 2014. 717 funds tracked by Wall St. Rank hold SWK as of Q4 2018.

Verity Asset Management reported no remaining Stanley Black & Decker position as of Q4 2018 after selling out during the quarter.
Verity Asset Management sold 1,531 Stanley Black & Decker shares in Q4 2018, an estimated $224K.
Verity Asset Management first reported a position in Stanley Black & Decker in Q3 2014 and held it in 3 quarters.
Verity Asset Management's Stanley Black & Decker position peaked at $585K in Q3 2014.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2018.

Based on Verity Asset Management's 13F filing for Q4 2018, filed 12 Feb 2019.