HIIFS
NEWR

Harel Insurance Investments & Financial Services’s New Relic, Inc. NEWR Stock Holding History

Harel Insurance Investments & Financial Services’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
2021
Q1 		– Sell
-1,000
Closed -$210K – 903
2020
Q4 		$210K Sell
1,000
-426
-30% -$26.3K 0.01% 491
2020
Q3 		$80K Buy
1,426
+926
+185% +$56.5K ﹤0.01% 411
2020
Q2 		$34K Buy
+500
New +$29.9K ﹤0.01% 425

Other funds holding NEWR

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harel Insurance Investments & Financial Services's NEWR Position: Q1 2021 in Review

Harel Insurance Investments & Financial Services sold out of New Relic, Inc. (NEWR) in Q1 2021, closing a stake of 1,000 shares — an estimated $210K sold.

Harel Insurance Investments & Financial Services first reported a position in NEWR in Q2 2020 and held it in 3 quarters. The position peaked at $210K in Q4 2020. 210 funds tracked by Wall St. Rank hold NEWR as of Q1 2021.

  • Harel Insurance Investments & Financial Services reported no remaining New Relic, Inc. position as of Q1 2021 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,000 New Relic, Inc. shares in Q1 2021, an estimated $210K.
  • Harel Insurance Investments & Financial Services first reported a position in New Relic, Inc. in Q2 2020 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's New Relic, Inc. position peaked at $210K in Q4 2020.
  • 210 funds tracked by Wall St. Rank held New Relic, Inc. as of Q1 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2021, filed 27 Apr 2021.