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Rational Advisors’s Newell Brands NWL Stock Holding History

Rational 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
2020
Q4 		– Sell
-46
Closed -$1K – 486
2020
Q3 		$1K Sell
46
-102
-69% -$1.7K ﹤0.01% 549
2020
Q2 		$2K Buy
+148
New +$2.03K ﹤0.01% 483
2020
Q1 		– Sell
-7,075
Closed -$136K – 408
2019
Q4 		$136K Buy
7,075
+5,908
+506% +$114K 0.06% 242
2019
Q3 		$22K Sell
1,167
-539
-32% -$8.69K 0.01% 448
2019
Q2 		$26K Sell
1,706
-69
-4% -$1.03K 0.01% 411
2019
Q1 		$27K Sell
1,775
-19,730
-92% -$362K 0.01% 364
2018
Q4 		$400K Sell
21,505
-36,186
-63% -$720K 0.12% 128
2018
Q3 		$1.17M Buy
57,691
+19,511
+51% +$458K 0.28% 93
2018
Q2 		$985K Buy
38,180
+38,105
+50,807% +$992K 0.46% 87
2018
Q1 		$2K Buy
+75
New +$2.12K ﹤0.01% 476
2017
Q4 		– Sell
-16,000
Closed -$683K – 344
2017
Q3 		$683K Hold
16,000
– – 0.37% 90
2017
Q2 		$858K Buy
+16,000
New +$811K 0.53% 59

Other funds holding NWL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rational Advisors's NWL Position: Q4 2020 in Review

Rational Advisors sold out of Newell Brands (NWL) in Q4 2020, closing a stake of 46 shares — an estimated $1K sold.

Rational Advisors first reported a position in NWL in Q2 2017 and held it in 12 quarters. The position peaked at $1.17M in Q3 2018. 519 funds tracked by Wall St. Rank hold NWL as of Q4 2020.

  • Rational Advisors reported no remaining Newell Brands position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 46 Newell Brands shares in Q4 2020, an estimated $1K.
  • Rational Advisors first reported a position in Newell Brands in Q2 2017 and held it in 12 quarters.
  • Rational Advisors's Newell Brands position peaked at $1.17M in Q3 2018.
  • 519 funds tracked by Wall St. Rank held Newell Brands as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.