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Elm Ridge Management’s Newell Brands NWL Stock Holding History

Elm Ridge 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
2024
Q1 		$1.15M Buy
142,897
+31,180
+28% +$248K 1.29% 24
2023
Q4 		$970K Buy
111,717
+9,179
+9% +$70K 1.07% 25
2023
Q3 		$926K Buy
+102,538
New +$1.02M 1.12% 25

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
DRZID
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
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Elm Ridge Management's NWL Position: Q1 2024 in Review

Elm Ridge Management increased its Newell Brands (NWL) stake by 28% in Q1 2024, buying an estimated $248K and bringing the position to 142,897 shares worth $1.15M. The position accounts for 1.29% of the portfolio, ranked #24.

Elm Ridge Management first reported a position in NWL in Q3 2023 and has held it in 3 quarters since. 416 funds tracked by Wall St. Rank hold NWL as of Q1 2024.

  • Elm Ridge Management held 142,897 shares of Newell Brands worth $1.15M as of Q1 2024.
  • Elm Ridge Management bought 31,180 Newell Brands shares in Q1 2024, an estimated $248K.
  • Newell Brands made up 1.29% of Elm Ridge Management's portfolio in Q1 2024, its #24 holding.
  • Elm Ridge Management first reported a position in Newell Brands in Q3 2023 and has held it in 3 quarters since.
  • 416 funds tracked by Wall St. Rank held Newell Brands as of Q1 2024.

Based on Elm Ridge Management's 13F filing for Q1 2024, filed 15 May 2024.