Financial Perspectives’s Newell Brands NWL Stock Holding History

Financial Perspectives’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 Q4	–	Sell	-100	Closed	-$903	–	716
2023 Q3	$903	Hold	100	–	–	﹤0.01%	641
2023 Q2	$870	Hold	100	–	–	﹤0.01%	624
2023 Q1	$1.24K	Hold	100	–	–	﹤0.01%	614
2022 Q4	$1.31K	Hold	100	–	–	﹤0.01%	612
2022 Q3	$1.39K	Hold	100	–	–	﹤0.01%	608
2022 Q2	$1.9K	Hold	100	–	–	﹤0.01%	591
2022 Q1	$2.14K	Hold	100	–	–	﹤0.01%	602
2021 Q4	$2.18K	Hold	100	–	–	﹤0.01%	577
2021 Q3	$2.21K	Hold	100	–	–	﹤0.01%	580
2021 Q2	$2.75K	Hold	100	–	–	﹤0.01%	588
2021 Q1	$2.68K	Hold	100	–	–	﹤0.01%	562
2020 Q4	$2.12K	Hold	100	–	–	﹤0.01%	536
2020 Q3	$1.72K	Hold	100	–	–	﹤0.01%	506
2020 Q2	$1.59K	Hold	100	–	–	﹤0.01%	497
2020 Q1	$1.33K	Hold	100	–	–	﹤0.01%	476
2019 Q4	$1.92K	Buy	+100	New	+$1.93K	﹤0.01%	456

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Financial Perspectives's NWL Position: Q4 2023 in Review

Financial Perspectives sold out of Newell Brands (NWL) in Q4 2023, closing a stake of 100 shares — an estimated $903 sold.

Financial Perspectives first reported a position in NWL in Q4 2019 and held it in 16 quarters. The position peaked at $2.75K in Q2 2021. 457 funds tracked by Wall St. Rank hold NWL as of Q4 2023.

Financial Perspectives reported no remaining Newell Brands position as of Q4 2023 after selling out during the quarter.
Financial Perspectives sold 100 Newell Brands shares in Q4 2023, an estimated $903.
Financial Perspectives first reported a position in Newell Brands in Q4 2019 and held it in 16 quarters.
Financial Perspectives's Newell Brands position peaked at $2.75K in Q2 2021.
457 funds tracked by Wall St. Rank held Newell Brands as of Q4 2023.

Based on Financial Perspectives's 13F filing for Q4 2023, filed 1 Feb 2024.