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Edgar Wachenheim III

Greenhaven Associates

Edgar Wachenheim III Stanley Black & Decker Inc stake

total: 102

Greenhaven Associates SWK trades

Total transactions:
6
New positions:
1
Sold out:
1
Added:
2
Reduced:
2
Held since:
2022 Q1
Held for:
5 quarters
Latest activity:
2023 Q2
According to 2026 Q2 report, Edgar Wachenheim III doesn't hold any Stanley Black & Decker Inc (SWK) shares. To date, the estimated cost basis is nearly $109.61 for "buy" trades and estimated average "sell" price is $80.43. Greenhaven Associates first purchased SWK in 2022 Q1, initially acquiring 184,823 shares. Since the initial investment in Stanley Black & Decker Inc (SWK), Greenhaven Associates has made 5 more transactions.

When did Edgar Wachenheim III sell Stanley Black & Decker Inc (SWK)?

Edgar Wachenheim III sold off the entire Stanley Black & Decker Inc (SWK) position in 2023 Q2.

When did Edgar Wachenheim III buy Stanley Black & Decker Inc (SWK)?

Edgar Wachenheim III first invested in Stanley Black & Decker Inc (SWK) in 2022 Q1 at the reported quarter-end price of $139.79 per share.

What's the cost basis of Greenhaven Associates's SWK stake?

The estimated cost basis for Stanley Black & Decker Inc (SWK) stake is around $109.61 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$109.61
Weighted AVG sell price:
$80.43

Edgar Wachenheim III's historical trades in Stanley Black & Decker Inc

6 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2023 Q2
0.00%
0
$80.58
-100% (-14,430)
-0.02%
2023 Q1
0.02%
14,430
$80.58
$1,162,769
-98.88% (-1,275,327)
-1.82%
2022 Q4
1.72%
1,289,757
$75.12
$96,886,546
-2.76% (-36,600)
-0.06%
2022 Q3
2.10%
1,326,357
$75.21
$99,755,000
+0.41% (+5,355)
+0.01%
2022 Q2
2.99%
1,321,002
$104.86
$138,520,000
+614.74% (+1,136,179)
+2.57%
2022 Q1
0.69%
184,823
$139.79
$25,836,000
new
+0.69%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.