SEC 13F Intelligence

Waddell & Reed Financial Inc / SWK

Waddell & Reed Financial Inc’s Stanley Black & Decker Inc Position

Does Waddell & Reed Financial Inc own Stanley Black & Decker Inc (SWK)? Yes — 1.45M shares worth $290M (+0.60% of its 13F portfolio) as of Q1 2021, down from 1.48M shares the prior filed quarter.

Position Value
$290M
Q1 2021
Shares
1.45M
% of Portfolio
+0.60%
Quarters Held
10
currently held

Position History SWK

Reported value by quarter
Q4 ’18: $66MQ4 ’18Q1 ’19: $44MQ2 ’19: $44MQ2 ’19Q3 ’19: $43MQ4 ’19: $146MQ4 ’19Q1 ’20: $111MQ2 ’20: $154MQ2 ’20Q3 ’20: $253MQ4 ’20: $264MQ4 ’20Q1 ’21: $290Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20211.45M$290M+0.60%
Q4 20201.48M$264M+0.56%
Q3 20201.56M$253M+0.61%
Q2 20201.11M$154M+0.40%
Q1 20201.11M$111M+0.36%
Q4 2019881.9K$146M+0.36%
Q3 2019296.8K$43M+0.11%
Q2 2019303.7K$44M+0.11%
Q1 2019320.2K$44M+0.11%
Q4 2018553.2K$66M+0.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waddell & Reed Financial Inc’s full portfolio or all institutional holders of SWK.