Winslow Evans & Crocker’s Newell Brands NWL Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$4K	Buy	+200	New	+$3.9K	﹤0.01%	1144
2018 Q3	–	Sell	-216	Closed	-$6K	–	1128
2018 Q2	$6K	Sell	216 -72	-25%	-$1.88K	﹤0.01%	912
2018 Q1	$7.29K	Hold	288	–	–	﹤0.01%	848
2017 Q4	$8.84K	Sell	288 -354	-55%	-$12.2K	﹤0.01%	834
2017 Q3	$27.4K	Sell	642 -63	-9%	-$3.08K	0.01%	593
2017 Q2	$37.4K	Buy	705 +73	+12%	+$3.7K	0.01%	618
2017 Q1	$29.7K	Buy	632 +404	+177%	+$19.2K	0.01%	651
2016 Q4	$10.2K	Sell	228 -46	-17%	-$2.23K	﹤0.01%	876
2016 Q3	$14.4K	Hold	274	–	–	﹤0.01%	815
2016 Q2	$13.3K	Buy	+274	New	+$12.8K	﹤0.01%	808

Other funds holding NWL

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Winslow Evans & Crocker's NWL Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Newell Brands (NWL) in Q4 2020: 200 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #1144 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in NWL as recently as Q2 2018.

Winslow Evans & Crocker first reported a position in NWL in Q2 2016 and has held it in 10 quarters since. The position peaked at $37.4K in Q2 2017. 518 funds tracked by Wall St. Rank hold NWL as of Q4 2020.

Winslow Evans & Crocker held 200 shares of Newell Brands worth $4K as of Q4 2020.
Newell Brands was a new Winslow Evans & Crocker position in Q4 2020.
Newell Brands made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1144 holding.
Winslow Evans & Crocker first reported a position in Newell Brands in Q2 2016 and has held it in 10 quarters since.
Winslow Evans & Crocker's Newell Brands position peaked at $37.4K in Q2 2017.
518 funds tracked by Wall St. Rank held Newell Brands as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.