JFG
NEWR

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
Q3 		– Sell
-7,500
Closed -$491K – 2090
2023
Q2 		$491K Buy
+7,500
New +$541K ﹤0.01% 1181

Other funds holding NEWR

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 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.