Ellevest Inc’s Newell Brands NWL Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-6,051	Closed	-$75.3K	–	1210
2023 Q1	$75.3K	Buy	6,051 +3,638	+151%	+$51.3K	0.01%	510
2022 Q4	$31.6K	Sell	2,413 -2,423	-50%	-$33.1K	﹤0.01%	729
2022 Q3	$67K	Buy	4,836 +1,392	+40%	+$26K	0.01%	508
2022 Q2	$66K	Buy	3,444 +2,806	+440%	+$59.6K	0.01%	494
2022 Q1	$14K	Buy	638 +59	+10%	+$1.36K	﹤0.01%	815
2021 Q4	$13K	Sell	579 -116	-17%	-$2.62K	﹤0.01%	801
2021 Q3	$15K	Buy	695 +183	+36%	+$4.67K	﹤0.01%	732
2021 Q2	$14K	Buy	512 +163	+47%	+$4.49K	﹤0.01%	707
2021 Q1	$9K	Hold	349	–	–	﹤0.01%	802
2020 Q4	$7K	Hold	349	–	–	﹤0.01%	791
2020 Q3	$6K	Hold	349	–	–	﹤0.01%	742
2020 Q2	$6K	Buy	+349	New	+$4.79K	﹤0.01%	710

Other funds holding NWL

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services

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

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

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