Sugarloaf Wealth Management’s Newell Brands NWL Stock Holding History

Sugarloaf Wealth Management’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
2024 Q2	–	Sell	-122	Closed	-$980	–	678
2024 Q1	$980	Sell	122 -500	-80%	-$3.98K	﹤0.01%	625
2023 Q4	$5.4K	Hold	622	–	–	﹤0.01%	543
2023 Q3	$5.62K	Hold	622	–	–	﹤0.01%	527
2023 Q2	$5.41K	Hold	622	–	–	﹤0.01%	541
2023 Q1	$7.74K	Hold	622	–	–	﹤0.01%	499
2022 Q4	$8.14K	Sell	622 -2,553	-80%	-$34.9K	﹤0.01%	518
2022 Q3	$45K	Sell	3,175 -413	-12%	-$7.71K	0.01%	298
2022 Q2	$68K	Buy	3,588 +1,582	+79%	+$33.6K	0.02%	239
2022 Q1	$43K	Hold	2,006	–	–	0.01%	305
2021 Q4	$44K	Hold	2,006	–	–	0.01%	310
2021 Q3	$44K	Hold	2,006	–	–	0.01%	290
2021 Q2	$55K	Hold	2,006	–	–	0.02%	256
2021 Q1	$54	Hold	2,006	–	–	0.02%	260
2020 Q4	$43K	Hold	2,006	–	–	0.01%	268
2020 Q3	$34K	Hold	2,006	–	–	0.01%	286
2020 Q2	$32K	Hold	2,006	–	–	0.01%	291
2020 Q1	$27K	Hold	2,006	–	–	0.01%	289
2019 Q4	$39K	Buy	+2,006	New	+$38.6K	0.02%	278

Other funds holding NWL

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

Primecap Management

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

Massachusetts Financial Services

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

Dimensional Fund Advisors

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

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

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