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Kula Investments’s Newell Brands NWL Stock Holding History

Kula Investments’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
Q1 		$1.02M Buy
+81,935
New +$1.16M 0.25% 120

Other funds holding NWL

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kula Investments's NWL Position: Q1 2023 in Review

Kula Investments opened a new position in Newell Brands (NWL) in Q1 2023: 81,935 shares worth $1.02M. The stake represents 0.25% of the portfolio and ranks #120 among its holdings.

518 funds tracked by Wall St. Rank hold NWL as of Q1 2023.

  • Kula Investments held 81,935 shares of Newell Brands worth $1.02M as of Q1 2023.
  • Newell Brands was a new Kula Investments position in Q1 2023.
  • Newell Brands made up 0.25% of Kula Investments's portfolio in Q1 2023, its #120 holding.
  • 518 funds tracked by Wall St. Rank held Newell Brands as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.