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Tortoise Investment Management’s Newell Brands NWL Stock Holding History

Tortoise Investment 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
2023
Q4 		– Sell
-201
Closed -$1.82K – 810
2023
Q3 		$1.82K Buy
201
+1
+0.5% +$10 ﹤0.01% 709
2023
Q2 		$1.74K Buy
+200
New +$1.99K ﹤0.01% 705

Other funds holding NWL

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Tortoise Investment Management's NWL Position: Q4 2023 in Review

Tortoise Investment Management sold out of Newell Brands (NWL) in Q4 2023, closing a stake of 201 shares — an estimated $1.82K sold.

Tortoise Investment Management first reported a position in NWL in Q2 2023 and held it in 2 quarters. The position peaked at $1.82K in Q3 2023. 456 funds tracked by Wall St. Rank hold NWL as of Q4 2023.

  • Tortoise Investment Management reported no remaining Newell Brands position as of Q4 2023 after selling out during the quarter.
  • Tortoise Investment Management sold 201 Newell Brands shares in Q4 2023, an estimated $1.82K.
  • Tortoise Investment Management first reported a position in Newell Brands in Q2 2023 and held it in 2 quarters.
  • Tortoise Investment Management's Newell Brands position peaked at $1.82K in Q3 2023.
  • 456 funds tracked by Wall St. Rank held Newell Brands as of Q4 2023.

Based on Tortoise Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.