Baird Financial Group
NEWR

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

Baird Financial 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 		– Sell
-6,203
Closed -$350K – 1606
2020
Q3 		$350K Sell
6,203
-1,348
-18% -$82.3K ﹤0.01% 1257
2020
Q2 		$520K Sell
7,551
-1
-0% -$60 ﹤0.01% 1134
2020
Q1 		$349K Sell
7,552
-3,765
-33% -$220K ﹤0.01% 1166
2019
Q4 		$744K Buy
11,317
+35
+0.3% +$2.27K ﹤0.01% 1065
2019
Q3 		$693K Sell
11,282
-179
-2% -$12.9K ﹤0.01% 1077
2019
Q2 		$991K Buy
11,461
+1,092
+11% +$108K ﹤0.01% 988
2019
Q1 		$1.02M Buy
10,369
+2,654
+34% +$263K 0.01% 844
2018
Q4 		$625K Sell
7,715
-45
-0.6% -$3.79K ﹤0.01% 917
2018
Q3 		$705K Buy
7,760
+3,013
+63% +$312K ﹤0.01% 945
2018
Q2 		$478K Buy
+4,747
New +$422K ﹤0.01% 1027

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

Baird Financial Group's NEWR Position: Q4 2020 in Review

Baird Financial Group sold out of New Relic, Inc. (NEWR) in Q4 2020, closing a stake of 6,203 shares — an estimated $350K sold.

Baird Financial Group first reported a position in NEWR in Q2 2018 and held it in 10 quarters. The position peaked at $1.02M in Q1 2019. 225 funds tracked by Wall St. Rank hold NEWR as of Q4 2020.

  • Baird Financial Group reported no remaining New Relic, Inc. position as of Q4 2020 after selling out during the quarter.
  • Baird Financial Group sold 6,203 New Relic, Inc. shares in Q4 2020, an estimated $350K.
  • Baird Financial Group first reported a position in New Relic, Inc. in Q2 2018 and held it in 10 quarters.
  • Baird Financial Group's New Relic, Inc. position peaked at $1.02M in Q1 2019.
  • 225 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2020.

Based on Baird Financial Group's 13F filing for Q4 2020, filed 11 Feb 2021.