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Bourgeon Capital Management’s Newell Brands NWL Stock Holding History

Bourgeon Capital 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
2021
Q4 		– Sell
-725
Closed -$16K – 282
2021
Q3 		$16K Buy
+725
New +$18.5K ﹤0.01% 213

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N
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Bourgeon Capital Management's NWL Position: Q4 2021 in Review

Bourgeon Capital Management sold out of Newell Brands (NWL) in Q4 2021, closing a stake of 725 shares — an estimated $16K sold.

Bourgeon Capital Management first reported a position in NWL in Q3 2021 and held it in 1 quarter. The position peaked at $16K in Q3 2021. 563 funds tracked by Wall St. Rank hold NWL as of Q4 2021.

  • Bourgeon Capital Management reported no remaining Newell Brands position as of Q4 2021 after selling out during the quarter.
  • Bourgeon Capital Management sold 725 Newell Brands shares in Q4 2021, an estimated $16K.
  • Bourgeon Capital Management first reported a position in Newell Brands in Q3 2021 and held it in 1 quarter.
  • Bourgeon Capital Management's Newell Brands position peaked at $16K in Q3 2021.
  • 563 funds tracked by Wall St. Rank held Newell Brands as of Q4 2021.

Based on Bourgeon Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.