Kaizen Advisory’s Stanley Black & Decker SWK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$50K Buy
421
+49
+13% +$6.12K 0.03% 326
2018
Q3
$54K Hold
372
0.03% 322
2018
Q2
$49K Buy
372
+227
+157% +$32.7K 0.02% 343
2018
Q1
$22K Hold
145
0.02% 315
2017
Q4
$25K Buy
+145
New +$23.7K 0.01% 288

Other funds holding SWK

Kaizen Advisory's SWK Position: Q4 2018 in Review

Kaizen Advisory increased its Stanley Black & Decker (SWK) stake by 13% in Q4 2018, buying an estimated $6.12K and bringing the position to 421 shares worth $50K. The position accounts for 0.03% of the portfolio, ranked #326.

Kaizen Advisory first reported a position in SWK in Q4 2017 and has held it in 5 quarters since. The position peaked at $54K in Q3 2018. 715 funds tracked by Wall St. Rank hold SWK as of Q4 2018.

  • Kaizen Advisory held 421 shares of Stanley Black & Decker worth $50K as of Q4 2018.
  • Kaizen Advisory bought 49 Stanley Black & Decker shares in Q4 2018, an estimated $6.12K.
  • Stanley Black & Decker made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #326 holding.
  • Kaizen Advisory first reported a position in Stanley Black & Decker in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Stanley Black & Decker position peaked at $54K in Q3 2018.
  • 715 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.