Claris Advisors’s Newell Brands NWL Stock Holding History

Claris 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
2024 Q4	–	Sell	-22	Closed	-$169	–	802
2024 Q3	$169	Buy	+22	New	+$158	﹤0.01%	1014

Other funds holding NWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Claris Advisors's NWL Position: Q4 2024 in Review

Claris Advisors sold out of Newell Brands (NWL) in Q4 2024, closing a stake of 22 shares — an estimated $169 sold.

Claris Advisors first reported a position in NWL in Q3 2024 and held it in 1 quarter. The position peaked at $169 in Q3 2024. 447 funds tracked by Wall St. Rank hold NWL as of Q4 2024.

Claris Advisors reported no remaining Newell Brands position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 22 Newell Brands shares in Q4 2024, an estimated $169.
Claris Advisors first reported a position in Newell Brands in Q3 2024 and held it in 1 quarter.
Claris Advisors's Newell Brands position peaked at $169 in Q3 2024.
447 funds tracked by Wall St. Rank held Newell Brands as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.