Syntax Advisors’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
2023
Q3
$227K Buy
2,711
+542
+25% +$50.2K 0.2% 143
2023
Q2
$203K Buy
+2,169
New +$180K 0.16% 195
2022
Q1
Sell
-1,063
Closed -$201K 239
2021
Q4
$201K Buy
+1,063
New +$196K 0.15% 219

Other funds holding SWK

Syntax Advisors's SWK Position: Q3 2023 in Review

Syntax Advisors increased its Stanley Black & Decker (SWK) stake by 25% in Q3 2023, buying an estimated $50.2K and bringing the position to 2,711 shares worth $227K. The position accounts for 0.2% of the portfolio, ranked #143.

Syntax Advisors first reported a position in SWK in Q4 2021 and has held it in 3 quarters since. 741 funds tracked by Wall St. Rank hold SWK as of Q3 2023.

  • Syntax Advisors held 2,711 shares of Stanley Black & Decker worth $227K as of Q3 2023.
  • Syntax Advisors bought 542 Stanley Black & Decker shares in Q3 2023, an estimated $50.2K.
  • Stanley Black & Decker made up 0.2% of Syntax Advisors's portfolio in Q3 2023, its #143 holding.
  • Syntax Advisors first reported a position in Stanley Black & Decker in Q4 2021 and has held it in 3 quarters since.
  • 741 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.