WOC
SWK icon

West Oak Capital’s Stanley Black & Decker SWK Stock Holding History

West Oak Capital’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
2020
Q2 		– Sell
-1,843
Closed -$184K – 331
2020
Q1 		$184K Sell
1,843
-6,470
-78% -$924K 0.13% 106
2019
Q4 		$1.38M Sell
8,313
-995
-11% -$154K 0.78% 52
2019
Q3 		$1.34M Sell
9,308
-80
-0.9% -$11.3K 0.79% 54
2019
Q2 		$1.36M Buy
9,388
+90
+1% +$12.7K 0.81% 53
2019
Q1 		$1.27M Sell
9,298
-67
-0.7% -$8.74K 0.79% 53
2018
Q4 		$1.12M Sell
9,365
-1,075
-10% -$134K 0.8% 50
2018
Q3 		$1.53M Buy
10,440
+295
+3% +$42K 0.88% 49
2018
Q2 		$1.35M Buy
10,145
+410
+4% +$59K 0.82% 50
2018
Q1 		$1.49M Buy
9,735
+440
+5% +$71.4K 0.88% 39
2017
Q4 		$1.58M Sell
9,295
-513
-5% -$84K 0.97% 37
2017
Q3 		$1.48M Sell
9,808
-486
-5% -$69.9K 0.88% 44
2017
Q2 		$1.45M Sell
10,294
-646
-6% -$88.6K 0.88% 45
2017
Q1 		$1.45M Buy
10,940
+450
+4% +$56.4K 0.9% 42
2016
Q4 		$1.2M Sell
10,490
-755
-7% -$89.9K 0.81% 49
2016
Q3 		$1.38M Sell
11,245
-155
-1% -$18.7K 0.95% 42
2016
Q2 		$1.27M Sell
11,400
-290
-2% -$32.2K 0.92% 44
2016
Q1 		$1.23M Sell
11,690
-425
-4% -$41.2K 0.95% 44
2015
Q4 		$1.29M Buy
12,115
+591
+5% +$62.3K 1% 40
2015
Q3 		$1.12M Sell
11,524
-190
-2% -$19.6K 0.9% 45
2015
Q2 		$1.23M Sell
11,714
-75
-0.6% -$7.64K 0.92% 43
2015
Q1 		$1.12M Buy
11,789
+470
+4% +$45K 0.82% 51
2014
Q4 		$1.09M Sell
11,319
-25
-0.2% -$2.31K 0.79% 55
2014
Q3 		$1.01M Sell
11,344
-180
-2% -$16.1K 0.75% 55
2014
Q2 		$1.01M Sell
11,524
-200
-2% -$17K 0.73% 57
2014
Q1 		$952K Hold
11,724
– – 0.7% 58
2013
Q4 		$946K Sell
11,724
-225
-2% -$18.4K 0.7% 59
2013
Q3 		$1.08M Buy
11,949
+170
+1% +$14.6K 0.85% 52
2013
Q2 		$911K Buy
+11,779
New +$923K 0.76% 55

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

West Oak Capital's SWK Position: Q2 2020 in Review

West Oak Capital sold out of Stanley Black & Decker (SWK) in Q2 2020, closing a stake of 1,843 shares — an estimated $184K sold.

West Oak Capital first reported a position in SWK in Q2 2013 and held it in 28 quarters. The position peaked at $1.58M in Q4 2017. 754 funds tracked by Wall St. Rank hold SWK as of Q2 2020.

  • West Oak Capital reported no remaining Stanley Black & Decker position as of Q2 2020 after selling out during the quarter.
  • West Oak Capital sold 1,843 Stanley Black & Decker shares in Q2 2020, an estimated $184K.
  • West Oak Capital first reported a position in Stanley Black & Decker in Q2 2013 and held it in 28 quarters.
  • West Oak Capital's Stanley Black & Decker position peaked at $1.58M in Q4 2017.
  • 754 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2020.

Based on West Oak Capital's 13F filing for Q2 2020, filed 6 Jul 2020.