Veritable’s Newell Brands NWL Stock Holding History

Veritable’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	-20,000	Closed	-$374K	–	827
2019 Q3	$374K	Sell	20,000 -19,000	-49%	-$306K	0.01%	586
2019 Q2	$601K	Hold	39,000	–	–	0.01%	459
2019 Q1	$598K	Hold	39,000	–	–	0.01%	456
2018 Q4	$725K	Sell	39,000 -1,000	-3%	-$19.9K	0.02%	383
2018 Q3	$812K	Buy	40,000 +20,000	+100%	+$470K	0.02%	388
2018 Q2	$516K	Sell	20,000 -5,000	-20%	-$130K	0.01%	494
2018 Q1	$637K	Buy	25,000 +10,000	+67%	+$283K	0.01%	430
2017 Q4	$464K	Buy	+15,000	New	+$517K	0.01%	523

Other funds holding NWL

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Veritable's NWL Position: Q1 2023 in Review

Veritable sold out of Newell Brands (NWL) in Q1 2023, closing a stake of 10,528 shares — an estimated $138K sold.

Veritable first reported a position in NWL in Q2 2013 and held it in 31 quarters. The position peaked at $1.05M in Q2 2017. 518 funds tracked by Wall St. Rank hold NWL as of Q1 2023.

Veritable reported no remaining Newell Brands position as of Q1 2023 after selling out during the quarter.
Veritable sold 10,528 Newell Brands shares in Q1 2023, an estimated $138K.
Veritable first reported a position in Newell Brands in Q2 2013 and held it in 31 quarters.
Veritable's Newell Brands position peaked at $1.05M in Q2 2017.
518 funds tracked by Wall St. Rank held Newell Brands as of Q1 2023.

Based on Veritable's 13F filing for Q1 2023, filed 12 May 2023.