MWPCG
NWL icon

Measured Wealth Private Client Group’s Newell Brands NWL Stock Holding History

Measured Wealth Private Client 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
2021
Q1 		– Sell
-67,517
Closed -$1.43M – 162
2020
Q4 		$1.43M Buy
67,517
+13,651
+25% +$266K 0.6% 31
2020
Q3 		$924K Buy
53,866
+9,736
+22% +$162K 0.45% 38
2020
Q2 		$701K Buy
44,130
+23,977
+119% +$329K 0.41% 41
2020
Q1 		$268K Sell
20,153
-3,992
-17% -$68.7K 0.21% 71
2019
Q4 		$464K Buy
24,145
+9,265
+62% +$178K 0.31% 51
2019
Q3 		$279K Buy
+14,880
New +$240K 0.18% 87
2018
Q4 		– Sell
-243
Closed -$4K – 497
2018
Q3 		$4K Buy
+243
New +$5.71K ﹤0.01% 721

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return