Frank Rimerman Advisors’s New Relic, Inc. NEWR Stock Holding History

Frank Rimerman Advisors’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 Q3	–	Sell	-4,310	Closed	-$282K	–	114
2023 Q2	$282K	Hold	4,310	–	–	0.07%	84
2023 Q1	$325K	Hold	4,310	–	–	0.09%	77
2022 Q4	$243K	Hold	4,310	–	–	0.08%	82
2022 Q3	$247K	Hold	4,310	–	–	0.09%	75
2022 Q2	$216K	Hold	4,310	–	–	0.08%	79
2022 Q1	$288K	Hold	4,310	–	–	0.09%	106
2021 Q4	$474K	Hold	4,310	–	–	0.16%	77
2021 Q3	$309K	Hold	4,310	–	–	0.12%	86
2021 Q2	$289K	Hold	4,310	–	–	0.11%	71
2021 Q1	$265K	Hold	4,310	–	–	0.12%	73
2020 Q4	$282K	Buy	+4,310	New	+$266K	0.13%	75

Other funds holding NEWR

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

HCM

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

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Frank Rimerman Advisors's NEWR Position: Q3 2023 in Review

Frank Rimerman Advisors sold out of New Relic, Inc. (NEWR) in Q3 2023, closing a stake of 4,310 shares — an estimated $282K sold.

Frank Rimerman Advisors first reported a position in NEWR in Q4 2020 and held it in 11 quarters. The position peaked at $474K in Q4 2021. 272 funds tracked by Wall St. Rank hold NEWR as of Q3 2023.

Frank Rimerman Advisors reported no remaining New Relic, Inc. position as of Q3 2023 after selling out during the quarter.
Frank Rimerman Advisors sold 4,310 New Relic, Inc. shares in Q3 2023, an estimated $282K.
Frank Rimerman Advisors first reported a position in New Relic, Inc. in Q4 2020 and held it in 11 quarters.
Frank Rimerman Advisors's New Relic, Inc. position peaked at $474K in Q4 2021.
272 funds tracked by Wall St. Rank held New Relic, Inc. as of Q3 2023.

Based on Frank Rimerman Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.