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Lee Capital Management’s Newell Brands NWL Stock Holding History

Lee Capital Management’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
2018
Q1 		$688K Buy
+27,000
New +$763K 0.52% 64
2017
Q1 		– Sell
-16,000
Closed -$714K – 91
2016
Q4 		$714K Buy
+16,000
New +$774K 0.67% 62

Other funds holding NWL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lee Capital Management's NWL Position: Q1 2018 in Review

Lee Capital Management opened a new position in Newell Brands (NWL) in Q1 2018: 27,000 shares worth $688K. The stake represents 0.52% of the portfolio and ranks #64 among its holdings. This is a return to the name: Lee Capital Management previously reported a position in NWL as recently as Q4 2016.

Lee Capital Management first reported a position in NWL in Q4 2016 and has held it in 2 quarters since. The position peaked at $714K in Q4 2016. 607 funds tracked by Wall St. Rank hold NWL as of Q1 2018.

  • Lee Capital Management held 27,000 shares of Newell Brands worth $688K as of Q1 2018.
  • Newell Brands was a new Lee Capital Management position in Q1 2018.
  • Newell Brands made up 0.52% of Lee Capital Management's portfolio in Q1 2018, its #64 holding.
  • Lee Capital Management first reported a position in Newell Brands in Q4 2016 and has held it in 2 quarters since.
  • Lee Capital Management's Newell Brands position peaked at $714K in Q4 2016.
  • 607 funds tracked by Wall St. Rank held Newell Brands as of Q1 2018.

Based on Lee Capital Management's 13F filing for Q1 2018, filed 11 May 2018.