CX Institutional’s Newell Brands NWL Stock Holding History

CX Institutional’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 Q4	–	Sell	-215	Closed	-$1K	–	1572
2025 Q3	$1K	Buy	+215	New	+$1.22K	﹤0.01%	1359
2023 Q1	–	Sell	-173,892	Closed	-$2.27M	–	554
2022 Q4	$2.27M	Buy	173,892 +52,028	+43%	+$711K	0.14%	186
2022 Q3	$1.69M	Buy	121,864 +120,572	+9,332%	+$2.25M	0.12%	212
2022 Q2	$25K	Buy	+1,292	New	+$27.4K	﹤0.01%	801
2021 Q4	–	Sell	-1,351	Closed	-$30K	–	734
2021 Q3	$30K	Sell	1,351 -9	-0.7%	-$230	﹤0.01%	666
2021 Q2	$37K	Buy	1,360 +81	+6%	+$2.23K	﹤0.01%	620
2021 Q1	$34K	Buy	1,279 +838	+190%	+$20.8K	﹤0.01%	569
2020 Q4	$9K	Sell	441 -577	-57%	-$11.3K	﹤0.01%	736
2020 Q3	$17K	Buy	1,018 +775	+319%	+$12.9K	﹤0.01%	584
2020 Q2	$4K	Buy	243 +5	+2%	+$69	﹤0.01%	691
2020 Q1	$3K	Buy	238 +154	+183%	+$2.65K	﹤0.01%	624
2019 Q4	$2K	Hold	84	–	–	﹤0.01%	673
2019 Q3	$2K	Buy	84 +12	+17%	+$193	﹤0.01%	732
2019 Q2	$1K	Sell	72 -9	-11%	-$135	﹤0.01%	880
2019 Q1	$1K	Buy	+81	New	+$1.49K	﹤0.01%	763

Other funds holding NWL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Pzena Investment Management

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Massachusetts Financial Services

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

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

Dimensional Fund Advisors

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

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

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return