Kaizen Advisory’s Newell Brands NWL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$20K Sell
1,057
-13
-1% -$259 0.01% 515
2018
Q3
$22K Hold
1,070
0.01% 512
2018
Q2
$28K Buy
1,070
+586
+121% +$15.3K 0.01% 476
2018
Q1
$12K Hold
484
0.01% 447
2017
Q4
$15K Buy
+484
New +$16.7K 0.01% 384

Other funds holding NWL

Kaizen Advisory's NWL Position: Q4 2018 in Review

Kaizen Advisory reduced its Newell Brands (NWL) stake by 1.2% in Q4 2018, selling an estimated $259 and leaving 1,057 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #515.

Kaizen Advisory first reported a position in NWL in Q4 2017 and has held it in 5 quarters since. The position peaked at $28K in Q2 2018. 607 funds tracked by Wall St. Rank hold NWL as of Q4 2018.

  • Kaizen Advisory held 1,057 shares of Newell Brands worth $20K as of Q4 2018.
  • Kaizen Advisory sold 13 Newell Brands shares in Q4 2018, an estimated $259.
  • Newell Brands made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #515 holding.
  • Kaizen Advisory first reported a position in Newell Brands in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Newell Brands position peaked at $28K in Q2 2018.
  • 607 funds tracked by Wall St. Rank held Newell Brands as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.