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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

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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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return