Safeguard Financial’s Newell Brands NWL Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-1,576	Closed	-$13K	–	395
2023 Q2	$13K	Buy	+1,576	New	+$15.7K	0.01%	305

Other funds holding NWL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Safeguard Financial's NWL Position: Q3 2023 in Review

Safeguard Financial sold out of Newell Brands (NWL) in Q3 2023, closing a stake of 1,576 shares — an estimated $13K sold.

Safeguard Financial first reported a position in NWL in Q2 2023 and held it in 1 quarter. The position peaked at $13K in Q2 2023. 457 funds tracked by Wall St. Rank hold NWL as of Q3 2023.

Safeguard Financial reported no remaining Newell Brands position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 1,576 Newell Brands shares in Q3 2023, an estimated $13K.
Safeguard Financial first reported a position in Newell Brands in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Newell Brands position peaked at $13K in Q2 2023.
457 funds tracked by Wall St. Rank held Newell Brands as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.