EVR Research’s New Relic, Inc. NEWR Stock Holding History

EVR Research’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
2022 Q4	–	Sell	-45,000	Closed	-$2.58M	–	46
2022 Q3	$2.58M	Buy	+45,000	New	+$2.7M	0.77%	27

Other funds holding NEWR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

EVR Research's NEWR Position: Q4 2022 in Review

EVR Research sold out of New Relic, Inc. (NEWR) in Q4 2022, closing a stake of 45,000 shares — an estimated $2.58M sold.

EVR Research first reported a position in NEWR in Q3 2022 and held it in 1 quarter. The position peaked at $2.58M in Q3 2022. 239 funds tracked by Wall St. Rank hold NEWR as of Q4 2022.

EVR Research reported no remaining New Relic, Inc. position as of Q4 2022 after selling out during the quarter.
EVR Research sold 45,000 New Relic, Inc. shares in Q4 2022, an estimated $2.58M.
EVR Research first reported a position in New Relic, Inc. in Q3 2022 and held it in 1 quarter.
EVR Research's New Relic, Inc. position peaked at $2.58M in Q3 2022.
239 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2022.

Based on EVR Research's 13F filing for Q4 2022, filed 13 Feb 2023.