Berman Capital Advisors’s Newell Brands NWL Stock Holding History

Berman Capital Advisors’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
2021 Q3	$43K	Buy	1,948 +547	+39%	+$14K	0.01%	733
2021 Q2	$38K	Buy	1,401 +917	+189%	+$25.3K	0.01%	680
2021 Q1	$12K	Hold	484	–	–	﹤0.01%	965
2020 Q4	$10K	Sell	484 -309	-39%	-$6.03K	﹤0.01%	924
2020 Q3	$13K	Buy	793 +623	+366%	+$10.4K	﹤0.01%	721
2020 Q2	$2K	Sell	170 -327	-66%	-$4.49K	﹤0.01%	1299
2020 Q1	$6K	Buy	497 +95	+24%	+$1.64K	﹤0.01%	847
2019 Q4	$7K	Hold	402	–	–	﹤0.01%	883
2019 Q3	$7K	Sell	402 -885	-69%	-$14.3K	﹤0.01%	844
2019 Q2	$18K	Buy	1,287 +753	+141%	+$11.3K	0.01%	546
2019 Q1	$8K	Sell	534 -722	-57%	-$13.3K	﹤0.01%	728
2018 Q4	$23K	Buy	+1,256	New	+$25K	0.01%	363

Other funds holding NWL

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

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

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's NWL Position: Q3 2021 in Review

Berman Capital Advisors increased its Newell Brands (NWL) stake by 39% in Q3 2021, buying an estimated $14K and bringing the position to 1,948 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #733.

Berman Capital Advisors first reported a position in NWL in Q4 2018 and has held it in 12 quarters since. 549 funds tracked by Wall St. Rank hold NWL as of Q3 2021.

Berman Capital Advisors held 1,948 shares of Newell Brands worth $43K as of Q3 2021.
Berman Capital Advisors bought 547 Newell Brands shares in Q3 2021, an estimated $14K.
Newell Brands made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #733 holding.
Berman Capital Advisors first reported a position in Newell Brands in Q4 2018 and has held it in 12 quarters since.
549 funds tracked by Wall St. Rank held Newell Brands as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.