DC Investments Management’s New Relic, Inc. NEWR Stock Holding History

DC Investments 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 Q4	–	Sell	-3,696	Closed	-$316K	–	89
2023 Q3	$316K	Hold	3,696	–	–	0.4%	62
2023 Q2	$242K	Hold	3,696	–	–	0.28%	75
2023 Q1	$278K	Buy	+3,696	New	+$250K	0.33%	73

Other funds holding NEWR

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

DC Investments Management's NEWR Position: Q4 2023 in Review

DC Investments Management sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 3,696 shares — an estimated $316K sold.

DC Investments Management first reported a position in NEWR in Q1 2023 and held it in 3 quarters. The position peaked at $316K in Q3 2023. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

DC Investments Management reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
DC Investments Management sold 3,696 New Relic, Inc. shares in Q4 2023, an estimated $316K.
DC Investments Management first reported a position in New Relic, Inc. in Q1 2023 and held it in 3 quarters.
DC Investments Management's New Relic, Inc. position peaked at $316K in Q3 2023.
3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on DC Investments Management's 13F filing for Q4 2023, filed 13 Feb 2024.