Rational Advisors’s Stanley Black & Decker, Inc. SWT Stock Holding History

Rational Advisors’s Portfolio SWT Stock Details SWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-12,690	Closed	-$855K	–	266
2022 Q2	$855K	Sell	12,690 -15,100	-54%	-$1.18M	0.06%	87
2022 Q1	$2.44M	Sell	27,790 -13,200	-32%	-$1.31M	0.14%	51
2021 Q4	$4.48M	Buy	40,990 +17,600	+75%	+$1.91M	0.27%	35
2021 Q3	$2.46M	Sell	23,390 -14,000	-37%	-$1.62M	0.19%	44
2021 Q2	$4.51M	Buy	37,390 +6,425	+21%	+$786K	0.53%	29
2021 Q1	$3.65M	Buy	30,965 +7,660	+33%	+$854K	0.68%	29
2020 Q4	$2.61M	Buy	23,305 +5,900	+34%	+$643K	0.7%	27
2020 Q3	$1.76M	Buy	17,405 +12,435	+250%	+$1.21M	0.75%	38
2020 Q2	$445K	Buy	+4,970	New	+$405K	0.23%	119
2020 Q1	–	Sell	-509	Closed	-$55K	–	547
2019 Q4	$55K	Buy	+509	New	+$53.6K	0.03%	351

Other funds holding SWT

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return

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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

ACM

Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

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

Rational Advisors's SWT Position: Q3 2022 in Review

Rational Advisors sold out of Stanley Black & Decker, Inc. (SWT) in Q3 2022, closing a stake of 12,690 shares — an estimated $855K sold.

Rational Advisors first reported a position in SWT in Q4 2019 and held it in 10 quarters. The position peaked at $4.51M in Q2 2021. 39 funds tracked by Wall St. Rank hold SWT as of Q3 2022.

Rational Advisors reported no remaining Stanley Black & Decker, Inc. position as of Q3 2022 after selling out during the quarter.
Rational Advisors sold 12,690 Stanley Black & Decker, Inc. shares in Q3 2022, an estimated $855K.
Rational Advisors first reported a position in Stanley Black & Decker, Inc. in Q4 2019 and held it in 10 quarters.
Rational Advisors's Stanley Black & Decker, Inc. position peaked at $4.51M in Q2 2021.
39 funds tracked by Wall St. Rank held Stanley Black & Decker, Inc. as of Q3 2022.

Based on Rational Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.