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Anchor Investment Management’s Newell Brands NWL Stock Holding History

Anchor Investment Management’s Portfolio NWL Stock Details NWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-50
Closed -$318 – 1075
2024
Q2 		$318 Sell
50
-1,450
-97% -$10.8K ﹤0.01% 979
2024
Q1 		$12K Hold
1,500
– – ﹤0.01% 749
2023
Q4 		$13K Hold
1,500
– – ﹤0.01% 705
2023
Q3 		$13.5K Buy
1,500
+500
+50% +$4.98K ﹤0.01% 704
2023
Q2 		$8.7K Buy
+1,000
New +$9.95K ﹤0.01% 753
2020
Q3 		– Sell
-100
Closed -$1.59K – 933
2020
Q2 		$1.59K Hold
100
– – ﹤0.01% 805
2020
Q1 		$1.33K Hold
100
– – ﹤0.01% 795
2019
Q4 		$1.92K Hold
100
– – ﹤0.01% 774
2019
Q3 		$1.87K Hold
100
– – ﹤0.01% 756
2019
Q2 		$1.54K Hold
100
– – ﹤0.01% 761
2019
Q1 		$1.53K Hold
100
– – ﹤0.01% 756
2018
Q4 		$1.86K Sell
100
-700
-88% -$13.9K ﹤0.01% 766
2018
Q3 		$16.2K Sell
800
-10,700
-93% -$251K ﹤0.01% 597
2018
Q2 		$297K Buy
11,500
+10,154
+754% +$264K 0.07% 245
2018
Q1 		$34.3K Buy
1,346
+1,300
+2,826% +$36.7K 0.01% 522
2017
Q4 		$1.42K Hold
46
– – ﹤0.01% 779
2017
Q3 		$1.96K Hold
46
– – ﹤0.01% 739
2017
Q2 		$2.47K Hold
46
– – ﹤0.01% 669
2017
Q1 		$2.17K Buy
+46
New +$2.18K ﹤0.01% 665

Other funds holding NWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Anchor Investment Management's NWL Position: Q3 2024 in Review

Anchor Investment Management sold out of Newell Brands (NWL) in Q3 2024, closing a stake of 50 shares — an estimated $318 sold.

Anchor Investment Management first reported a position in NWL in Q1 2017 and held it in 19 quarters. The position peaked at $297K in Q2 2018. 433 funds tracked by Wall St. Rank hold NWL as of Q3 2024.

  • Anchor Investment Management reported no remaining Newell Brands position as of Q3 2024 after selling out during the quarter.
  • Anchor Investment Management sold 50 Newell Brands shares in Q3 2024, an estimated $318.
  • Anchor Investment Management first reported a position in Newell Brands in Q1 2017 and held it in 19 quarters.
  • Anchor Investment Management's Newell Brands position peaked at $297K in Q2 2018.
  • 433 funds tracked by Wall St. Rank held Newell Brands as of Q3 2024.

Based on Anchor Investment Management's 13F filing for Q3 2024, filed 21 Nov 2024.