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	Sell	100 -2,578	-96%	-$71.1K	﹤0.01%	588
2021 Q1	$100K	Buy	2,678 +2,578	+2,578%	+$64K	0.01%	499
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 $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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return