AG
NEWR

Aperio Group’s New Relic, Inc. NEWR Stock Holding History

Aperio Group’s Portfolio NEWR Stock Details NEWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$881K Buy
13,474
+3,029
+29% +$187K ﹤0.01% 1667
2020
Q3 		$589K Sell
10,445
-89
-0.8% -$5.43K ﹤0.01% 1727
2020
Q2 		$726K Sell
10,534
-902
-8% -$53.9K ﹤0.01% 1570
2020
Q1 		$529K Buy
11,436
+4,403
+63% +$257K ﹤0.01% 1614
2019
Q4 		$462K Buy
7,033
+772
+12% +$50.1K ﹤0.01% 1850
2019
Q3 		$385K Buy
6,261
+1,462
+30% +$106K ﹤0.01% 1894
2019
Q2 		$415K Buy
4,799
+10
+0.2% +$988 ﹤0.01% 1883
2019
Q1 		$473K Sell
4,789
-371
-7% -$36.7K ﹤0.01% 1779
2018
Q4 		$418K Buy
5,160
+1,897
+58% +$160K ﹤0.01% 1790
2018
Q3 		$307K Sell
3,263
-181
-5% -$18.8K ﹤0.01% 1999
2018
Q2 		$346K Buy
+3,444
New +$306K ﹤0.01% 1943

Other funds holding NEWR

EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Aperio Group's NEWR Position: Q4 2020 in Review

Aperio Group increased its New Relic, Inc. (NEWR) stake by 29% in Q4 2020, buying an estimated $187K and bringing the position to 13,474 shares worth $881K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Aperio Group first reported a position in NEWR in Q2 2018 and has held it in 11 quarters since. 225 funds tracked by Wall St. Rank hold NEWR as of Q4 2020.

  • Aperio Group held 13,474 shares of New Relic, Inc. worth $881K as of Q4 2020.
  • Aperio Group bought 3,029 New Relic, Inc. shares in Q4 2020, an estimated $187K.
  • New Relic, Inc. made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1667 holding.
  • Aperio Group first reported a position in New Relic, Inc. in Q2 2018 and has held it in 11 quarters since.
  • 225 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.