Baker Avenue Asset Management’s Newell Brands NWL Stock Holding History

Baker Avenue Asset 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
2025 Q1	–	Sell	-13,037	Closed	-$130K	–	484
2024 Q4	$130K	Buy	+13,037	New	+$118K	﹤0.01%	412
2023 Q3	–	Sell	-164	Closed	-$1.43K	–	1677
2023 Q2	$1.43K	Buy	+164	New	+$1.63K	﹤0.01%	1069
2023 Q1	–	Sell	-174	Closed	-$2.28K	–	1712
2022 Q4	$2.28K	Buy	+174	New	+$2.38K	﹤0.01%	913

Other funds holding NWL

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Baker Avenue Asset Management's NWL Position: Q1 2025 in Review

Baker Avenue Asset Management sold out of Newell Brands (NWL) in Q1 2025, closing a stake of 13,037 shares — an estimated $130K sold.

Baker Avenue Asset Management first reported a position in NWL in Q4 2022 and held it in 3 quarters. The position peaked at $130K in Q4 2024. 401 funds tracked by Wall St. Rank hold NWL as of Q1 2025.

Baker Avenue Asset Management reported no remaining Newell Brands position as of Q1 2025 after selling out during the quarter.
Baker Avenue Asset Management sold 13,037 Newell Brands shares in Q1 2025, an estimated $130K.
Baker Avenue Asset Management first reported a position in Newell Brands in Q4 2022 and held it in 3 quarters.
Baker Avenue Asset Management's Newell Brands position peaked at $130K in Q4 2024.
401 funds tracked by Wall St. Rank held Newell Brands as of Q1 2025.

Based on Baker Avenue Asset Management's 13F filing for Q1 2025, filed 8 May 2025.