New South Capital Management’s Nielsen Holdings plc NLSN Stock Holding History

New South Capital Management’s Portfolio NLSN Stock Details NLSN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-2,810,271	Closed	-$39.9M	–	63
2020 Q3	$39.9M	Sell	2,810,271 -851,887	-23%	-$12.8M	1.51%	25
2020 Q2	$54.4M	Buy	3,662,158 +51,410	+1%	+$720K	1.93%	22
2020 Q1	$45.3M	Sell	3,610,748 -325,682	-8%	-$6.1M	2.01%	21
2019 Q4	$79.9M	Sell	3,936,430 -637,801	-14%	-$13M	2.24%	17
2019 Q3	$97.2M	Buy	4,574,231 +757,469	+20%	+$16.7M	2.92%	13
2019 Q2	$86.3M	Sell	3,816,762 -144,270	-4%	-$3.49M	2.56%	15
2019 Q1	$93.8M	Sell	3,961,032 -30,659	-0.8%	-$793K	2.71%	13
2018 Q4	$93.1M	Buy	3,991,691 +1,072,822	+37%	+$27.8M	2.99%	12
2018 Q3	$80.7M	Buy	+2,918,869	New	+$78.6M	2.15%	21

Other funds holding NLSN

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

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New South Capital Management's NLSN Position: Q4 2020 in Review

New South Capital Management sold out of Nielsen Holdings plc (NLSN) in Q4 2020, closing a stake of 2,810,271 shares — an estimated $39.9M sold.

New South Capital Management first reported a position in NLSN in Q3 2018 and held it in 9 quarters. The position peaked at $97.2M in Q3 2019. 296 funds tracked by Wall St. Rank hold NLSN as of Q4 2020.

New South Capital Management reported no remaining Nielsen Holdings plc position as of Q4 2020 after selling out during the quarter.
New South Capital Management sold 2,810,271 Nielsen Holdings plc shares in Q4 2020, an estimated $39.9M.
New South Capital Management first reported a position in Nielsen Holdings plc in Q3 2018 and held it in 9 quarters.
New South Capital Management's Nielsen Holdings plc position peaked at $97.2M in Q3 2019.
296 funds tracked by Wall St. Rank held Nielsen Holdings plc as of Q4 2020.

Based on New South Capital Management's 13F filing for Q4 2020, filed 9 Feb 2021.