MSH Capital Advisors’s Newell Brands NWL Stock Holding History

MSH Capital Advisors’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
2024 Q2	–	Sell	-14,643	Closed	-$118K	–	230
2024 Q1	$118K	Sell	14,643 -1,000	-6%	-$7.96K	0.04%	212
2023 Q4	$136K	Sell	15,643 -2,650	-14%	-$20.2K	0.05%	210
2023 Q3	$165K	Sell	18,293 -1,800	-9%	-$17.9K	0.06%	210
2023 Q2	$175K	Sell	20,093 -1,775	-8%	-$17.7K	0.06%	212
2023 Q1	$272K	Sell	21,868 -2	-0%	-$28	0.12%	167
2022 Q4	$286K	Buy	21,870 +102	+0.5%	+$1.39K	0.13%	156
2022 Q3	$302K	Hold	21,768	–	–	0.15%	137
2022 Q2	$414K	Hold	21,768	–	–	0.19%	119
2022 Q1	$466K	Buy	21,768 +1,275	+6%	+$29.5K	0.19%	117
2021 Q4	$448K	Buy	+20,493	New	+$463K	0.2%	115

Other funds holding NWL

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

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

MSH Capital Advisors's NWL Position: Q2 2024 in Review

MSH Capital Advisors sold out of Newell Brands (NWL) in Q2 2024, closing a stake of 14,643 shares — an estimated $118K sold.

MSH Capital Advisors first reported a position in NWL in Q4 2021 and held it in 10 quarters. The position peaked at $466K in Q1 2022. 404 funds tracked by Wall St. Rank hold NWL as of Q2 2024.

MSH Capital Advisors reported no remaining Newell Brands position as of Q2 2024 after selling out during the quarter.
MSH Capital Advisors sold 14,643 Newell Brands shares in Q2 2024, an estimated $118K.
MSH Capital Advisors first reported a position in Newell Brands in Q4 2021 and held it in 10 quarters.
MSH Capital Advisors's Newell Brands position peaked at $466K in Q1 2022.
404 funds tracked by Wall St. Rank held Newell Brands as of Q2 2024.

Based on MSH Capital Advisors's 13F filing for Q2 2024, filed 14 Feb 2025.