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LifePlan Financial Group’s Newell Brands NWL Stock Holding History

LifePlan Financial Group’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
2020
Q3 		$21K Sell
1,200
-1,390
-54% -$23.2K 0.01% 333
2020
Q2 		$41K Hold
2,590
– – 0.02% 263
2020
Q1 		$34K Hold
2,590
– – 0.02% 259
2019
Q4 		$50K Hold
2,590
– – 0.02% 248
2019
Q3 		$48K Hold
2,590
– – 0.02% 249
2019
Q2 		$40K Buy
+2,590
New +$38.8K 0.02% 264

Other funds holding NWL

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LifePlan Financial Group's NWL Position: Q3 2020 in Review

LifePlan Financial Group reduced its Newell Brands (NWL) stake by 54% in Q3 2020, selling an estimated $23.2K and leaving 1,200 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #333.

LifePlan Financial Group first reported a position in NWL in Q2 2019 and has held it in 6 quarters since. The position peaked at $50K in Q4 2019. 486 funds tracked by Wall St. Rank hold NWL as of Q3 2020.

  • LifePlan Financial Group held 1,200 shares of Newell Brands worth $21K as of Q3 2020.
  • LifePlan Financial Group sold 1,390 Newell Brands shares in Q3 2020, an estimated $23.2K.
  • Newell Brands made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #333 holding.
  • LifePlan Financial Group first reported a position in Newell Brands in Q2 2019 and has held it in 6 quarters since.
  • LifePlan Financial Group's Newell Brands position peaked at $50K in Q4 2019.
  • 486 funds tracked by Wall St. Rank held Newell Brands as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.