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Steward Financial Group’s Newell Brands NWL Stock Holding History

Steward Financial Group’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 		$2K Buy
+282
New +$2.81K ﹤0.01% 1021
2022
Q3 		– Sell
-26
Closed – – 919
2022
Q2 		$0 Buy
+26
New +$552 ﹤0.01% 1248

Other funds holding NWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Massachusetts Financial Services
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Steward Financial Group's NWL Position: Q3 2023 in Review

Steward Financial Group opened a new position in Newell Brands (NWL) in Q3 2023: 282 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1021 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in NWL as recently as Q2 2022.

Steward Financial Group first reported a position in NWL in Q2 2022 and has held it in 2 quarters since. 457 funds tracked by Wall St. Rank hold NWL as of Q3 2023.

  • Steward Financial Group held 282 shares of Newell Brands worth $2K as of Q3 2023.
  • Newell Brands was a new Steward Financial Group position in Q3 2023.
  • Newell Brands made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1021 holding.
  • Steward Financial Group first reported a position in Newell Brands in Q2 2022 and has held it in 2 quarters since.
  • 457 funds tracked by Wall St. Rank held Newell Brands as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.