Jefferies Financial Group’s New Relic, Inc. NEWR Stock Holding History

Jefferies Financial Group’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 Q4	–	Sell	-18,657	Closed	-$1.6M	–	2089
2023 Q3	$1.6M	Buy	18,657 +16,787	+898%	+$1.35M	0.01%	682
2023 Q2	$122K	Sell	1,870 -1,711	-48%	-$123K	﹤0.01%	1493
2023 Q1	$270K	Buy	+3,581	New	+$242K	﹤0.01%	1263

Other funds holding NEWR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Jefferies Financial Group's NEWR Position: Q4 2023 in Review

Jefferies Financial Group sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 18,657 shares — an estimated $1.6M sold.

Jefferies Financial Group first reported a position in NEWR in Q1 2023 and held it in 3 quarters. The position peaked at $1.6M in Q3 2023. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

Jefferies Financial Group reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
Jefferies Financial Group sold 18,657 New Relic, Inc. shares in Q4 2023, an estimated $1.6M.
Jefferies Financial Group first reported a position in New Relic, Inc. in Q1 2023 and held it in 3 quarters.
Jefferies Financial Group's New Relic, Inc. position peaked at $1.6M in Q3 2023.
3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on Jefferies Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.