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	$54K	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 $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Sugarloaf Wealth Management's NWL Position: Q2 2024 in Review

Sugarloaf Wealth Management sold out of Newell Brands (NWL) in Q2 2024, closing a stake of 122 shares — an estimated $980 sold.

Sugarloaf Wealth Management first reported a position in NWL in Q4 2019 and held it in 18 quarters. The position peaked at $68K in Q2 2022. 404 funds tracked by Wall St. Rank hold NWL as of Q2 2024.

Sugarloaf Wealth Management reported no remaining Newell Brands position as of Q2 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 122 Newell Brands shares in Q2 2024, an estimated $980.
Sugarloaf Wealth Management first reported a position in Newell Brands in Q4 2019 and held it in 18 quarters.
Sugarloaf Wealth Management's Newell Brands position peaked at $68K in Q2 2022.
404 funds tracked by Wall St. Rank held Newell Brands as of Q2 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2024, filed 8 Jul 2024.