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J. Goldman & Co’s Newell Brands NWL Stock Holding History

J. Goldman & Co’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
Q3 		– Sell
-53,876
Closed -$469K – 451
2023
Q2 		$469K Buy
+53,876
New +$536K 0.02% 294
2018
Q2 		– Sell
-8,000
Closed -$204K – 422
2018
Q1 		$204K Buy
+8,000
New +$226K 0.01% 318

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
State Street
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

J. Goldman & Co's NWL Position: Q3 2023 in Review

J. Goldman & Co sold out of Newell Brands (NWL) in Q3 2023, closing a stake of 53,876 shares — an estimated $469K sold.

J. Goldman & Co first reported a position in NWL in Q1 2018 and held it in 2 quarters. The position peaked at $469K in Q2 2023. 457 funds tracked by Wall St. Rank hold NWL as of Q3 2023.

  • J. Goldman & Co reported no remaining Newell Brands position as of Q3 2023 after selling out during the quarter.
  • J. Goldman & Co sold 53,876 Newell Brands shares in Q3 2023, an estimated $469K.
  • J. Goldman & Co first reported a position in Newell Brands in Q1 2018 and held it in 2 quarters.
  • J. Goldman & Co's Newell Brands position peaked at $469K in Q2 2023.
  • 457 funds tracked by Wall St. Rank held Newell Brands as of Q3 2023.

Based on J. Goldman & Co's 13F filing for Q3 2023, filed 14 Nov 2023.