Squar Milner Financial Services’s Newell Brands NWL Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-124	Closed	-$1K	–	537
2020 Q1	$1K	Hold	124	–	–	﹤0.01%	729
2019 Q4	$2K	Buy	+124	New	+$2.39K	﹤0.01%	750
2019 Q3	–	Sell	-124	Closed	-$2K	–	546
2019 Q2	$2K	Sell	124 -103	-45%	-$1.54K	﹤0.01%	745
2019 Q1	$3K	Hold	227	–	–	﹤0.01%	737
2018 Q4	$4K	Buy	227 +104	+85%	+$2.07K	﹤0.01%	603
2018 Q3	$2K	Hold	123	–	–	﹤0.01%	724
2018 Q2	$3K	Buy	+123	New	+$3.2K	﹤0.01%	788

Other funds holding NWL

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

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Squar Milner Financial Services's NWL Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Newell Brands (NWL) in Q2 2020, closing a stake of 124 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in NWL in Q2 2018 and held it in 7 quarters. The position peaked at $4K in Q4 2018. 487 funds tracked by Wall St. Rank hold NWL as of Q2 2020.

Squar Milner Financial Services reported no remaining Newell Brands position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 124 Newell Brands shares in Q2 2020, an estimated $1K.
Squar Milner Financial Services first reported a position in Newell Brands in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Newell Brands position peaked at $4K in Q4 2018.
487 funds tracked by Wall St. Rank held Newell Brands as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.