Crescent Grove Advisors, LLC NWL Newell Rubbermaid

Ownership history in Crescent Grove Advisors, LLC  ·  28 quarters on record

AI Ownership Summary

Crescent Grove Advisors, LLC reported Newell Rubbermaid (NWL) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.04% in 2024 Q4. The latest visible filing shows NWL at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NWL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crescent Grove Advisors, LLC's position in Newell Rubbermaid, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

NWL was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Crescent Grove Advisors, LLC held NWL — position size vs. price
% of Fund (quarterly)    NWL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 20.8% -26.1% 30,415 -8,000 -20.8% 0.02% $159K 2025-11-13 $3.26
2025 Q2 UNCHANGED 38,415 0% 0.02% $207K 2025-08-13 $4.95
2025 Q1 UNCHANGED 38,415 0% 0.02% $238K 2025-04-24 $4.82
2024 Q4 UNCHANGED 38,415 0% 0.04% $383K 2025-01-21 $9.54
2024 Q3 UNCHANGED 38,415 0% 0.03% $295K 2024-10-30 $8.29
2024 Q2 UNCHANGED 38,415 0% 0.03% $246K 2024-07-22 $5.88
2024 Q1 UNCHANGED 38,415 0% 0.03% $308K 2024-04-29 $7.30
2023 Q4 UNCHANGED 38,415 0% 0.04% $333K 2024-01-30 $7.72
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Crescent Grove Advisors, LLC and NWL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crescent Grove Advisors, LLC reported owning NWL?

Crescent Grove Advisors, LLC reported NWL across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported NWL position in Crescent Grove Advisors, LLC's portfolio?

The largest reported portfolio weight for NWL was 0.04% in 2024 Q4.

What is the latest reported NWL position on this page?

The most recent filing on this page is 2025 Q3, when Crescent Grove Advisors, LLC reported 30,415 shares, equal to 0.02% of portfolio, with an estimated market value of $159K.

What does the chart on this NWL ownership page compare?

The chart compares Crescent Grove Advisors, LLC's quarterly NWL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Crescent Grove Advisors, LLC time their NWL position?

Based on 13F filing dates vs. subsequent NWL price moves, Crescent Grove Advisors, LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on NWL relative to SPY over the holding period was -31.4%.

← Back to Crescent Grove Advisors, LLC Holdings