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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Measured Wealth Private Client Group's NWL Position: Q1 2021 in Review

Measured Wealth Private Client Group sold out of Newell Brands (NWL) in Q1 2021, closing a stake of 67,517 shares — an estimated $1.43M sold.

Measured Wealth Private Client Group first reported a position in NWL in Q3 2018 and held it in 7 quarters. The position peaked at $1.43M in Q4 2020. 542 funds tracked by Wall St. Rank hold NWL as of Q1 2021.

Measured Wealth Private Client Group reported no remaining Newell Brands position as of Q1 2021 after selling out during the quarter.
Measured Wealth Private Client Group sold 67,517 Newell Brands shares in Q1 2021, an estimated $1.43M.
Measured Wealth Private Client Group first reported a position in Newell Brands in Q3 2018 and held it in 7 quarters.
Measured Wealth Private Client Group's Newell Brands position peaked at $1.43M in Q4 2020.
542 funds tracked by Wall St. Rank held Newell Brands as of Q1 2021.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2021, filed 4 May 2021.