First Manhattan’s NewtekOne NEWT Stock Holding History

First Manhattan’s Portfolio NEWT Stock Details NEWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-654	Closed	-$7.19K	–	1083
2024 Q1	$7.19K	Hold	654	–	–	﹤0.01%	1142
2023 Q4	$9.03K	Buy	+654	New	+$9.15K	﹤0.01%	1135

Other funds holding NEWT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Manhattan's NEWT Position: Q2 2024 in Review

First Manhattan sold out of NewtekOne (NEWT) in Q2 2024, closing a stake of 654 shares — an estimated $7.19K sold.

First Manhattan first reported a position in NEWT in Q4 2023 and held it in 2 quarters. The position peaked at $9.03K in Q4 2023. 100 funds tracked by Wall St. Rank hold NEWT as of Q2 2024.

First Manhattan reported no remaining NewtekOne position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 654 NewtekOne shares in Q2 2024, an estimated $7.19K.
First Manhattan first reported a position in NewtekOne in Q4 2023 and held it in 2 quarters.
First Manhattan's NewtekOne position peaked at $9.03K in Q4 2023.
100 funds tracked by Wall St. Rank held NewtekOne as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.