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Disciplined Investments’s Newell Brands NWL Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-62
Closed -$539 – 1084
2023
Q2 		$539 Sell
62
-12
-16% -$119 ﹤0.01% 1203
2023
Q1 		$921 Buy
+74
New +$1.04K ﹤0.01% 1000
2022
Q4 		– Sell
-22
Closed – – 1673
2022
Q3 		$0 Sell
22
-62
-74% -$1.16K ﹤0.01% 1491
2022
Q2 		$2K Buy
84
+17
+25% +$361 ﹤0.01% 706
2022
Q1 		$1K Buy
+67
New +$1.55K ﹤0.01% 1103

Other funds holding NWL

BlackRock
BlackRock New York $5.72T 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Disciplined Investments's NWL Position: Q3 2023 in Review

Disciplined Investments sold out of Newell Brands (NWL) in Q3 2023, closing a stake of 62 shares — an estimated $539 sold.

Disciplined Investments first reported a position in NWL in Q1 2022 and held it in 5 quarters. The position peaked at $2K in Q2 2022. 457 funds tracked by Wall St. Rank hold NWL as of Q3 2023.

  • Disciplined Investments reported no remaining Newell Brands position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 62 Newell Brands shares in Q3 2023, an estimated $539.
  • Disciplined Investments first reported a position in Newell Brands in Q1 2022 and held it in 5 quarters.
  • Disciplined Investments's Newell Brands position peaked at $2K in Q2 2022.
  • 457 funds tracked by Wall St. Rank held Newell Brands as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.