LIG
NWL icon

Lokken Investment Group’s Newell Brands NWL Stock Holding History

Lokken Investment 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
2023
Q4 		– Sell
-16,722
Closed -$151K – 143
2023
Q3 		$151K Buy
16,722
+1
+0% +$10 0.1% 127
2023
Q2 		$145K Hold
16,721
– – 0.09% 125
2023
Q1 		$208K Buy
16,721
+2
+0% +$28 0.16% 115
2022
Q4 		$219K Buy
16,719
+1
+0% +$14 0.17% 106
2022
Q3 		$232K Buy
16,718
+1
+0% +$19 0.2% 100
2022
Q2 		$318K Buy
16,717
+1
+0% +$21 0.26% 85
2022
Q1 		$387K Buy
16,716
+1
+0% +$23 0.31% 77
2021
Q4 		$365K Buy
16,715
+3,116
+23% +$70.4K 0.26% 85
2021
Q3 		$301K Hold
13,599
– – 0.24% 86
2021
Q2 		$374K Hold
13,599
– – 0.3% 83
2021
Q1 		$364K Hold
13,599
– – 0.32% 73
2020
Q4 		$289K Buy
+13,599
New +$265K 0.26% 69

Other funds holding NWL

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return