YP
SWK icon

Yellowstone Partners’s Stanley Black & Decker SWK Stock Holding History

Yellowstone Partners’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
2017
Q4 		$417K Buy
2,457
+258
+12% +$42.2K 0.24% 100
2017
Q3 		$332K Buy
+2,199
New +$316K 0.17% 127

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Yellowstone Partners's SWK Position: Q4 2017 in Review

Yellowstone Partners increased its Stanley Black & Decker (SWK) stake by 12% in Q4 2017, buying an estimated $42.2K and bringing the position to 2,457 shares worth $417K. The position accounts for 0.24% of the portfolio, ranked #100.

Yellowstone Partners first reported a position in SWK in Q3 2017 and has held it in 2 quarters since. 795 funds tracked by Wall St. Rank hold SWK as of Q4 2017.

  • Yellowstone Partners held 2,457 shares of Stanley Black & Decker worth $417K as of Q4 2017.
  • Yellowstone Partners bought 258 Stanley Black & Decker shares in Q4 2017, an estimated $42.2K.
  • Stanley Black & Decker made up 0.24% of Yellowstone Partners's portfolio in Q4 2017, its #100 holding.
  • Yellowstone Partners first reported a position in Stanley Black & Decker in Q3 2017 and has held it in 2 quarters since.
  • 795 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.