Wheatland Advisors’s Stanley Black & Decker SWK Stock Holding History

Wheatland Advisors’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 Q1	–	Sell	-3,000	Closed	-$497K	–	78
2019 Q4	$497K	Hold	3,000	–	–	0.63%	57
2019 Q3	$433K	Hold	3,000	–	–	0.39%	70
2019 Q2	$434K	Hold	3,000	–	–	0.33%	76
2019 Q1	$409K	Hold	3,000	–	–	0.31%	76
2018 Q4	$359K	Hold	3,000	–	–	0.31%	74
2018 Q3	$439K	Hold	3,000	–	–	0.33%	75
2018 Q2	$398K	Hold	3,000	–	–	0.32%	77
2018 Q1	$460K	Hold	3,000	–	–	0.38%	70
2017 Q4	$509K	Hold	3,000	–	–	0.41%	71
2017 Q3	$453K	Hold	3,000	–	–	0.39%	72
2017 Q2	$422K	Hold	3,000	–	–	0.38%	73
2017 Q1	$399K	Hold	3,000	–	–	0.36%	72
2016 Q4	$344K	Hold	3,000	–	–	0.31%	72
2016 Q3	$369K	Hold	3,000	–	–	0.35%	70
2016 Q2	$334K	Hold	3,000	–	–	0.32%	70
2016 Q1	$316K	Hold	3,000	–	–	0.32%	72
2015 Q4	$320K	Hold	3,000	–	–	0.33%	70
2015 Q3	$291K	Hold	3,000	–	–	0.32%	74
2015 Q2	$316K	Hold	3,000	–	–	0.3%	77
2015 Q1	$286K	Hold	3,000	–	–	0.29%	74
2014 Q4	$288K	Hold	3,000	–	–	0.28%	75
2014 Q3	$266K	Hold	3,000	–	–	0.27%	74
2014 Q2	$801K	Hold	3,000	–	–	0.73%	51
2014 Q1	$244K	Sell	3,000 -500	-14%	-$40.1K	0.25%	75
2013 Q4	$282K	Buy	+3,500	New	+$287K	0.3%	73

Other funds holding SWK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wheatland Advisors's SWK Position: Q1 2020 in Review

Wheatland Advisors sold out of Stanley Black & Decker (SWK) in Q1 2020, closing a stake of 3,000 shares — an estimated $497K sold.

Wheatland Advisors first reported a position in SWK in Q4 2013 and held it in 25 quarters. The position peaked at $801K in Q2 2014. 715 funds tracked by Wall St. Rank hold SWK as of Q1 2020.

Wheatland Advisors reported no remaining Stanley Black & Decker position as of Q1 2020 after selling out during the quarter.
Wheatland Advisors sold 3,000 Stanley Black & Decker shares in Q1 2020, an estimated $497K.
Wheatland Advisors first reported a position in Stanley Black & Decker in Q4 2013 and held it in 25 quarters.
Wheatland Advisors's Stanley Black & Decker position peaked at $801K in Q2 2014.
715 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2020.

Based on Wheatland Advisors's 13F filing for Q1 2020, filed 8 May 2020.