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

Inspire 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 Q2	–	Sell	-5,550	Closed	-$418K	–	270
2023 Q1	$418K	Buy	+5,550	New	+$375K	0.1%	85

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

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

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

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

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

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

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

CIP

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

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Inspire Advisors's NEWR Position: Q2 2023 in Review

Inspire Advisors sold out of New Relic, Inc. (NEWR) in Q2 2023, closing a stake of 5,550 shares — an estimated $418K sold.

Inspire Advisors first reported a position in NEWR in Q1 2023 and held it in 1 quarter. The position peaked at $418K in Q1 2023. 278 funds tracked by Wall St. Rank hold NEWR as of Q2 2023.

Inspire Advisors reported no remaining New Relic, Inc. position as of Q2 2023 after selling out during the quarter.
Inspire Advisors sold 5,550 New Relic, Inc. shares in Q2 2023, an estimated $418K.
Inspire Advisors first reported a position in New Relic, Inc. in Q1 2023 and held it in 1 quarter.
Inspire Advisors's New Relic, Inc. position peaked at $418K in Q1 2023.
278 funds tracked by Wall St. Rank held New Relic, Inc. as of Q2 2023.

Based on Inspire Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.