LIM
NWL icon

Longfellow Investment Management’s Newell Brands NWL Stock Holding History

Longfellow Investment 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
2023
Q1 		– Sell
-25,122
Closed -$329K – 282
2022
Q4 		$329K Buy
25,122
+14,637
+140% +$200K 0.07% 136
2022
Q3 		$146K Hold
10,485
– – 0.03% 188
2022
Q2 		$200K Hold
10,485
– – 0.04% 188
2022
Q1 		$225K Hold
10,485
– – 0.04% 203
2021
Q4 		$229K Buy
10,485
+5,970
+132% +$135K 0.04% 208
2021
Q3 		$100K Hold
4,515
– – 0.02% 268
2021
Q2 		$125K Sell
4,515
-2,868
-39% -$79K 0.02% 269
2021
Q1 		$198K Hold
7,383
– – 0.02% 318
2020
Q4 		$157K Buy
+7,383
New +$144K 0.02% 287

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

Longfellow Investment Management's NWL Position: Q1 2023 in Review

Longfellow Investment Management sold out of Newell Brands (NWL) in Q1 2023, closing a stake of 25,122 shares — an estimated $329K sold.

Longfellow Investment Management first reported a position in NWL in Q4 2020 and held it in 9 quarters. The position peaked at $329K in Q4 2022. 518 funds tracked by Wall St. Rank hold NWL as of Q1 2023.

  • Longfellow Investment Management reported no remaining Newell Brands position as of Q1 2023 after selling out during the quarter.
  • Longfellow Investment Management sold 25,122 Newell Brands shares in Q1 2023, an estimated $329K.
  • Longfellow Investment Management first reported a position in Newell Brands in Q4 2020 and held it in 9 quarters.
  • Longfellow Investment Management's Newell Brands position peaked at $329K in Q4 2022.
  • 518 funds tracked by Wall St. Rank held Newell Brands as of Q1 2023.

Based on Longfellow Investment Management's 13F filing for Q1 2023, filed 12 May 2023.