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Weitz Investment Management’s Stanley Black & Decker SWK Stock Holding History

Weitz Investment 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
2019
Q4 		– Sell
-97,795
Closed -$14.1M – 72
2019
Q3 		$14.1M Sell
97,795
-9,500
-9% -$1.34M 0.57% 50
2019
Q2 		$15.5M Sell
107,295
-11,000
-9% -$1.55M 0.62% 46
2019
Q1 		$16.1M Sell
118,295
-300
-0.3% -$39.1K 0.67% 44
2018
Q4 		$14.2M Buy
+118,595
New +$14.8M 0.65% 43

Other funds holding SWK

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Weitz Investment Management's SWK Position: Q4 2019 in Review

Weitz Investment Management sold out of Stanley Black & Decker (SWK) in Q4 2019, closing a stake of 97,795 shares — an estimated $14.1M sold.

Weitz Investment Management first reported a position in SWK in Q4 2018 and held it in 4 quarters. The position peaked at $16.1M in Q1 2019. 801 funds tracked by Wall St. Rank hold SWK as of Q4 2019.

  • Weitz Investment Management reported no remaining Stanley Black & Decker position as of Q4 2019 after selling out during the quarter.
  • Weitz Investment Management sold 97,795 Stanley Black & Decker shares in Q4 2019, an estimated $14.1M.
  • Weitz Investment Management first reported a position in Stanley Black & Decker in Q4 2018 and held it in 4 quarters.
  • Weitz Investment Management's Stanley Black & Decker position peaked at $16.1M in Q1 2019.
  • 801 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2019.

Based on Weitz Investment Management's 13F filing for Q4 2019, filed 13 Feb 2020.