Stephens Inc’s Newell Brands NWL Stock Holding History

Stephens Inc’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
2022 Q2	–	Sell	-9,787	Closed	-$210K	–	1305
2022 Q1	$210K	Buy	9,787 +568	+6%	+$13.1K	﹤0.01%	1165
2021 Q4	$201K	Buy	+9,219	New	+$208K	﹤0.01%	1212
2019 Q3	–	Sell	-13,006	Closed	-$201K	–	1189
2019 Q2	$201K	Sell	13,006 -275	-2%	-$4.12K	﹤0.01%	1070
2019 Q1	$204K	Sell	13,281 -5,737	-30%	-$105K	﹤0.01%	1051
2018 Q4	$354K	Sell	19,018 -400	-2%	-$7.96K	0.01%	793
2018 Q3	$394K	Sell	19,418 -636	-3%	-$14.9K	0.01%	855
2018 Q2	$517K	Sell	20,054 -15,684	-44%	-$408K	0.02%	597
2018 Q1	$911K	Buy	+35,738	New	+$1.01M	0.03%	411
2017 Q4	–	Sell	-6,267	Closed	-$267K	–	713
2017 Q3	$267K	Sell	6,267 -92	-1%	-$4.5K	0.01%	603
2017 Q2	$341K	Sell	6,359 -380	-6%	-$19.3K	0.01%	661
2017 Q1	$318K	Buy	6,739 +622	+10%	+$29.5K	0.01%	657
2016 Q4	$273K	Buy	6,117 +50	+0.8%	+$2.42K	0.01%	627
2016 Q3	$319K	Buy	6,067 +358	+6%	+$18.5K	0.01%	599
2016 Q2	$277K	Buy	+5,709	New	+$267K	0.01%	605

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

Pzena Investment Management

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

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

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

JP Morgan Chase

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Massachusetts Financial Services

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return