EI
NEWR

Ellevest Inc’s New Relic, Inc. NEWR Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-75
Closed -$5.65K – 1791
2023
Q1 		$5.65K Sell
75
-7
-9% -$473 ﹤0.01% 1172
2022
Q4 		$4.63K Buy
82
+12
+17% +$679 ﹤0.01% 1201
2022
Q3 		$4K Buy
+70
New +$4.2K ﹤0.01% 1250
2021
Q4 		– Sell
-19
Closed -$1K – 1714
2021
Q3 		$1K Hold
19
– – ﹤0.01% 1349
2021
Q2 		$1K Sell
19
-40
-68% -$2.58K ﹤0.01% 1234
2021
Q1 		$4K Hold
59
– – ﹤0.01% 971
2020
Q4 		$4K Buy
59
+9
+18% +$555 ﹤0.01% 885
2020
Q3 		$3K Hold
50
– – ﹤0.01% 867
2020
Q2 		$3K Hold
50
– – ﹤0.01% 851
2020
Q1 		$2K Buy
+50
New +$2.92K ﹤0.01% 811

Other funds holding NEWR

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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
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return