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Ulland Investment Advisors’s Newell Brands NWL Stock Holding History

Ulland Investment Advisors’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
2022
Q2 		– Sell
-190
Closed -$4K – 265
2022
Q1 		$4K Buy
+190
New +$4.39K ﹤0.01% 238

Other funds holding NWL

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ulland Investment Advisors's NWL Position: Q2 2022 in Review

Ulland Investment Advisors sold out of Newell Brands (NWL) in Q2 2022, closing a stake of 190 shares — an estimated $4K sold.

Ulland Investment Advisors first reported a position in NWL in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 566 funds tracked by Wall St. Rank hold NWL as of Q2 2022.

  • Ulland Investment Advisors reported no remaining Newell Brands position as of Q2 2022 after selling out during the quarter.
  • Ulland Investment Advisors sold 190 Newell Brands shares in Q2 2022, an estimated $4K.
  • Ulland Investment Advisors first reported a position in Newell Brands in Q1 2022 and held it in 1 quarter.
  • Ulland Investment Advisors's Newell Brands position peaked at $4K in Q1 2022.
  • 566 funds tracked by Wall St. Rank held Newell Brands as of Q2 2022.

Based on Ulland Investment Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.