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Waddell & Reed Financial’s Stanley Black & Decker SWK Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$290M Sell
1,453,503
-24,952
-2% -$4.52M 0.6% 34
2020
Q4 		$264M Sell
1,478,455
-79,768
-5% -$14.1M 0.56% 37
2020
Q3 		$253M Buy
1,558,223
+452,008
+41% +$70.4M 0.61% 33
2020
Q2 		$154M Sell
1,106,215
-7,882
-0.7% -$951K 0.4% 64
2020
Q1 		$111M Buy
1,114,097
+232,238
+26% +$33.2M 0.36% 74
2019
Q4 		$146M Buy
881,859
+585,098
+197% +$90.6M 0.36% 69
2019
Q3 		$42.9M Sell
296,761
-6,899
-2% -$975K 0.11% 212
2019
Q2 		$43.9M Sell
303,660
-16,535
-5% -$2.33M 0.11% 225
2019
Q1 		$43.6M Sell
320,195
-232,980
-42% -$30.4M 0.11% 226
2018
Q4 		$66.2M Sell
553,175
-573,356
-51% -$71.6M 0.19% 150
2018
Q3 		$165M Sell
1,126,531
-288,370
-20% -$41M 0.37% 70
2018
Q2 		$188M Buy
1,414,901
+165,931
+13% +$23.9M 0.43% 57
2018
Q1 		$191M Buy
1,248,970
+113,400
+10% +$18.4M 0.43% 60
2017
Q4 		$193M Buy
1,135,570
+542,275
+91% +$88.8M 0.43% 58
2017
Q3 		$89.6M Buy
593,295
+142,669
+32% +$20.5M 0.2% 127
2017
Q2 		$63.4M Buy
+450,626
New +$61.8M 0.14% 187

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Waddell & Reed Financial's SWK Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Stanley Black & Decker (SWK) stake by 1.7% in Q1 2021, selling an estimated $4.52M and leaving 1,453,503 shares worth $290M. The position accounts for 0.6% of the portfolio, ranked #34.

Waddell & Reed Financial first reported a position in SWK in Q2 2017 and has held it in 16 quarters since. 884 funds tracked by Wall St. Rank hold SWK as of Q1 2021.

  • Waddell & Reed Financial held 1,453,503 shares of Stanley Black & Decker worth $290M as of Q1 2021.
  • Waddell & Reed Financial sold 24,952 Stanley Black & Decker shares in Q1 2021, an estimated $4.52M.
  • Stanley Black & Decker made up 0.6% of Waddell & Reed Financial's portfolio in Q1 2021, its #34 holding.
  • Waddell & Reed Financial first reported a position in Stanley Black & Decker in Q2 2017 and has held it in 16 quarters since.
  • 884 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.