Creative Planning
NEUE

Creative Planning’s NeueHealth NEUE Stock Holding History

Creative Planning’s Portfolio NEUE Stock Details NEUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-125
Closed -$2.2K – 2863
2023
Q1 		$2.2K Hold
125
– – ﹤0.01% 2514
2022
Q4 		$6.5K Sell
125
-312
-71% -$22.7K ﹤0.01% 2380
2022
Q3 		$37K Buy
437
+259
+146% +$34.4K ﹤0.01% 2137
2022
Q2 		$26K Buy
178
+50
+39% +$7.28K ﹤0.01% 2115
2022
Q1 		$20K Buy
+128
New +$28.4K ﹤0.01% 2138

Other funds holding NEUE

NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
SG
StepStone Group La Jolla, California $2.16B AUM 20.11% 1-Year Est. Return
RM
Redpoint Management Woodside, California $204M AUM 31.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
G
Greycroft New York $44.1M AUM 24.2% 1-Year Est. Return
MCAV
Meritech Capital Associates VI Palo Alto, California $45.3M AUM 4.6% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
HP
Harbourvest Partners Boston, Massachusetts $170M AUM 34.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Creative Planning's NEUE Position: Q2 2023 in Review

Creative Planning sold out of NeueHealth (NEUE) in Q2 2023, closing a stake of 125 shares — an estimated $2.2K sold.

Creative Planning first reported a position in NEUE in Q1 2022 and held it in 5 quarters. The position peaked at $37K in Q3 2022. 49 funds tracked by Wall St. Rank hold NEUE as of Q2 2023.

  • Creative Planning reported no remaining NeueHealth position as of Q2 2023 after selling out during the quarter.
  • Creative Planning sold 125 NeueHealth shares in Q2 2023, an estimated $2.2K.
  • Creative Planning first reported a position in NeueHealth in Q1 2022 and held it in 5 quarters.
  • Creative Planning's NeueHealth position peaked at $37K in Q3 2022.
  • 49 funds tracked by Wall St. Rank held NeueHealth as of Q2 2023.

Based on Creative Planning's 13F filing for Q2 2023, filed 21 Jul 2023.