Sierra Ocean’s Newell Brands NWL Stock Holding History

Sierra Ocean’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
2025 Q1	–	Sell	-766	Closed	-$7.63K	–	1101
2024 Q4	$7.63K	Buy	+766	New	+$6.95K	0.01%	485

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

DRZID

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

Sierra Ocean's NWL Position: Q1 2025 in Review

Sierra Ocean sold out of Newell Brands (NWL) in Q1 2025, closing a stake of 766 shares — an estimated $7.63K sold.

Sierra Ocean first reported a position in NWL in Q4 2024 and held it in 1 quarter. The position peaked at $7.63K in Q4 2024. 401 funds tracked by Wall St. Rank hold NWL as of Q1 2025.

Sierra Ocean reported no remaining Newell Brands position as of Q1 2025 after selling out during the quarter.
Sierra Ocean sold 766 Newell Brands shares in Q1 2025, an estimated $7.63K.
Sierra Ocean first reported a position in Newell Brands in Q4 2024 and held it in 1 quarter.
Sierra Ocean's Newell Brands position peaked at $7.63K in Q4 2024.
401 funds tracked by Wall St. Rank held Newell Brands as of Q1 2025.

Based on Sierra Ocean's 13F filing for Q1 2025, filed 29 Apr 2025.