BCM
NEWR

Bourgeon Capital Management’s New Relic, Inc. NEWR Stock Holding History

Bourgeon Capital Management’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
Q1 		– Sell
-750
Closed -$42.3K – 381
2022
Q4 		$42.3K Buy
+750
New +$42.4K 0.01% 160

Other funds holding NEWR

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Bourgeon Capital Management's NEWR Position: Q1 2023 in Review

Bourgeon Capital Management sold out of New Relic, Inc. (NEWR) in Q1 2023, closing a stake of 750 shares — an estimated $42.3K sold.

Bourgeon Capital Management first reported a position in NEWR in Q4 2022 and held it in 1 quarter. The position peaked at $42.3K in Q4 2022. 276 funds tracked by Wall St. Rank hold NEWR as of Q1 2023.

  • Bourgeon Capital Management reported no remaining New Relic, Inc. position as of Q1 2023 after selling out during the quarter.
  • Bourgeon Capital Management sold 750 New Relic, Inc. shares in Q1 2023, an estimated $42.3K.
  • Bourgeon Capital Management first reported a position in New Relic, Inc. in Q4 2022 and held it in 1 quarter.
  • Bourgeon Capital Management's New Relic, Inc. position peaked at $42.3K in Q4 2022.
  • 276 funds tracked by Wall St. Rank held New Relic, Inc. as of Q1 2023.

Based on Bourgeon Capital Management's 13F filing for Q1 2023, filed 17 Apr 2023.