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Swaine & Leidel Wealth Services’s Newell Brands NWL Stock Holding History

Swaine & Leidel Wealth 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
2019
Q4 		– Sell
-34,038
Closed -$2.07M – 75
2019
Q3 		$2.07M Sell
34,038
-127
-0.4% -$2.05K 1.87% 31
2019
Q2 		$1.91M Buy
34,165
+7,998
+31% +$120K 2.04% 29
2019
Q1 		$1.57M Buy
+26,167
New +$481K 1.98% 29

Other funds holding NWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swaine & Leidel Wealth Services's NWL Position: Q4 2019 in Review

Swaine & Leidel Wealth Services sold out of Newell Brands (NWL) in Q4 2019, closing a stake of 34,038 shares — an estimated $2.07M sold.

Swaine & Leidel Wealth Services first reported a position in NWL in Q1 2019 and held it in 3 quarters. The position peaked at $2.07M in Q3 2019. 564 funds tracked by Wall St. Rank hold NWL as of Q4 2019.

  • Swaine & Leidel Wealth Services reported no remaining Newell Brands position as of Q4 2019 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 34,038 Newell Brands shares in Q4 2019, an estimated $2.07M.
  • Swaine & Leidel Wealth Services first reported a position in Newell Brands in Q1 2019 and held it in 3 quarters.
  • Swaine & Leidel Wealth Services's Newell Brands position peaked at $2.07M in Q3 2019.
  • 564 funds tracked by Wall St. Rank held Newell Brands as of Q4 2019.

Based on Swaine & Leidel Wealth Services's 13F filing for Q4 2019, filed 11 Feb 2020.