BR
NEWR

Barry Rosenstein’s New Relic, Inc. NEWR Stock Holding History

Barry Rosenstein’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
2023
Q4 		– Sell
-3,215,426
Closed -$275M – 10
2023
Q3 		$275M Buy
+3,215,426
New +$259M 19.64% 1

Other funds holding NEWR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Barry Rosenstein's NEWR Position: Q4 2023 in Review

Barry Rosenstein sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 3,215,426 shares — an estimated $275M sold.

Barry Rosenstein first reported a position in NEWR in Q3 2023 and held it in 1 quarter. The position peaked at $275M in Q3 2023. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

  • Barry Rosenstein reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
  • Barry Rosenstein sold 3,215,426 New Relic, Inc. shares in Q4 2023, an estimated $275M.
  • Barry Rosenstein first reported a position in New Relic, Inc. in Q3 2023 and held it in 1 quarter.
  • Barry Rosenstein's New Relic, Inc. position peaked at $275M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on JANA Partners Management's 13F filing for Q4 2023, filed 14 Feb 2024.