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Harvest Investment Services’s Newell Brands NWL Stock Holding History

Harvest Investment Services’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
Q2 		– Sell
-41,819
Closed -$336K – 204
2024
Q1 		$336K Sell
41,819
-17,861
-30% -$142K 0.13% 134
2023
Q4 		$518K Buy
+59,680
New +$455K 0.24% 106

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Harvest Investment Services's NWL Position: Q2 2024 in Review

Harvest Investment Services sold out of Newell Brands (NWL) in Q2 2024, closing a stake of 41,819 shares — an estimated $336K sold.

Harvest Investment Services first reported a position in NWL in Q4 2023 and held it in 2 quarters. The position peaked at $518K in Q4 2023. 403 funds tracked by Wall St. Rank hold NWL as of Q2 2024.

  • Harvest Investment Services reported no remaining Newell Brands position as of Q2 2024 after selling out during the quarter.
  • Harvest Investment Services sold 41,819 Newell Brands shares in Q2 2024, an estimated $336K.
  • Harvest Investment Services first reported a position in Newell Brands in Q4 2023 and held it in 2 quarters.
  • Harvest Investment Services's Newell Brands position peaked at $518K in Q4 2023.
  • 403 funds tracked by Wall St. Rank held Newell Brands as of Q2 2024.

Based on Harvest Investment Services's 13F filing for Q2 2024, filed 13 Aug 2024.